CPI | WilmotML

November CPI: Gradual Disinflationary Progress Tempered by Rising Goods Pressures

Yesterday's November CPI report indicates that underlying inflation is making steady, if unspectacular, progress towards 2%, but...

Alex Haseldine

Dec 12, 20242 min read

More commentary to follow...

Alex Haseldine

Jun 12, 20241 min read

The Goods sector has done most of the legwork in bringing down underlying inflation in the last 6 months. But with fresh tariffs...

Alex Haseldine

May 15, 20241 min read

After 2 very benign CPI reports for June and July the August report was slightly more concerning. The good news is that core inflation...

Jonathan Wilmot

Sep 13, 20232 min read

Bringing down the stickier components of inflation was never going to be easy, but they have gradually drifted down from a high level.

Alex Haseldine

Mar 15, 20232 min read

Following yesterday’s US CPI release we update some of our favourite charts on inflations and inflation expectations

Alex Haseldine

Feb 15, 20232 min read

Today’s US CPI report delivered another shock to markets by giving investors even more reason to fear a Fed policy mistake.

Jonathan Wilmot

Sep 13, 20221 min read

Today’s CPI report in the US surprised on the downside, a welcome change from the dismal run of higher than expected inflation readings...

Alex Haseldine

Aug 10, 20222 min read