US Inflation

Latest news and analysis on US Inflation

Macro

US inflation: big fall in travel-related services

An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely affected inflation. Which is true.
Damien Klassen
Nucleus Wealth
Macro

The US economy could contract in Q1 as spending broadly stalls

US GDP could contract in Q1 as consumer spending broadly stalls on higher actual/expected inflation and fears of higher unemployment
Kieran Davies
Coolabah Capital
Macro

Hot US inflation stalks clamour for RBA rate cut

Annualised core US inflation rose to 3.8% in January up from a 1.7% trough in July, although some economists point to US PCE still falling.
Tom Richardson
Livewire Markets
Macro

Trump starts a global trade war

Barring last-minute changes, the US is imposing punitive tariffs on its close ally Canada, Mexico, and China, with a EU tariff to come.
Kieran Davies
Coolabah Capital
Macro

Upside risks to inflation are back on the Fed's agenda

The Fed expects inflation will take longer to return to target, with upside risks reflecting recent firmer inflation and Trump policies.
Kieran Davies
Coolabah Capital
Macro

US inflation firms over recent months

The Fed should forecast fewer rate cuts given firmer inflation, resilient economic growth, and the inflationary impact of Trump policies.
Kieran Davies
Coolabah Capital
Macro

US inflation: only held up by housing

US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would seem that the housing costs in CPI are probably...
Damien Klassen
Nucleus Wealth
Macro

US inflation could take longer to reach the Fed's 2% target

Any delay in achieving the 2% inflation target points to interest rates staying high for longer
Kieran Davies
Coolabah Capital
Macro

The improvement in US wages growth stalls

Wages growth has slowed a lot from its COVID peak, but the improvement looks to have broadly stalled recently.
Kieran Davies
Coolabah Capital
Macro

The Fed is challenged by higher inflation in Q1

Underlying inflation has picked up sharply in Q1 on a range of measures.
Kieran Davies
Coolabah Capital
Macro

Higher US inflation, derails Fed rate cut plans and poses a threat to risky assets

Higher core inflation will disappoint the Fed and shake optimism about risk assets.
Kieran Davies
Coolabah Capital
Macro

US core inflation picks up in early 2024

The path of inflation returning to the Fed's 2% target remains "bumpy".
Kieran Davies
Coolabah Capital
Macro

US core inflation picks up in January on stronger services

US core inflation picked up sharply at the start of the year.
Kieran Davies
Coolabah Capital
Macro

Latest PCE inflation data doesn't support another US rate hike

With the latest PCE inflation data showing deepening disinflation amidst falling lending growth & M2, data doesn't support another rate hike
Steven Anastasiou
Economics Uncovered
Macro

Chinese CPI y/y fell -0.3%, US core inflation m/m steady at 0.2%

Weekly Update | 11th August, 2023
Hue Frame
Frame Funds Management
Macro

Chinese home prices, US inflation, and corruption perceptions

This week’s charts begin with a deep dive into Chinese real estate
Macrobond Financial
Macrobond Financial
Macro

The Fed’s proper fight on inflation is just getting started

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It...
Janu Chan
Bitesized Economics
Macro

The familiar story of sticky US inflation

US core inflation remains persistently high.
Kieran Davies
Coolabah Capital
Macro

What's left to keep inflation high?

With energy and fuel prices falling, global supply chain pressures easing and slowing food inflation, what's left to keep CPI higher?
Max Pacella
Rest Super
Macro

Sticky core inflation & wages growth a headache for the Fed

US inflation and wages growth have peaked, but remain uncomfortably high for the Fed.
Kieran Davies
Coolabah Capital
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