CITIZEN ANALYST

August CPI came in slightly hotter than expected, with the Core CPI increasing at 0.28% month-over-month, compared to expectations for...

July CPI was a continuation of what we saw in June, where prices across categories increased at rates much more in-line with pre-pandemic...

June CPI was the most encouraging CPI report we’ve seen in a long time (at least since Aug. 2021), with both headline and core inflation...

May CPI was similar to April's in that it came in in-line, but the underlying details were more encouraging. May Headline CPI increased...

April CPI results yesterday morning were in-line at first glance, but peeling back the layers of the onion, underlying results were much...

March headline and core CPI rose 0.1% and 0.4% respectively, month over month, generally in-line with expectations of 0.2% and 0.4%,...

February CPI gave us both positives and negatives to digest, but on balance, this is a modestly better than expected report. Core CPI...

January CPI came in as expected, but under the hood, things looked much worse. Headline CPI (which includes Food & Energy prices)...

Friday’s Jobs report was the latest whiplash in an economy that continues to perplex. Just when datapoints were starting to accumulate...

December headline and core CPI came in largely in-line with expectations (-0.1% month-over-month, seasonally adjusted for headline CPI,...

This past week’s November jobs report from the BLS caught many by surprise, with the number of new jobs created in November (263,000,...

October CPI finally started showing some of the lower inflation we had been talking about being "in the pipeline" over the last several...

September's CPI report this morning again came in hotter than expected, with the Core CPI increasing 0.6% month-over-month vs....

Signs of more progress in the supply chain and slowing inflation in intermediate goods and input costs this week, but demand remains...

This last week's inflation data helps substantiate two trends. First, that goods inflation is slowing faster than services. We're...

Below are both macro datapoints and "micro" commentary from publicly traded companies on inflation over the last week. As long as...

Someday down the road, whenever Jay Powell has decided to retire from his role as Chairman of the Fed, I hope someone asks him about the...

1) You’ve said that the clock is ticking on the window you have to get inflation back down to 2%. In most of your meetings this...

In Part 2 of this post, we'll look at August's PPI, August's Import / Export price indices, and then inflation indications from the New...

A slew of inflation data came out over the last several days, highlighted by the August CPI data on Tuesday. Other notable releases...