US Inflation

Higher core inflation will disappoint the Fed and shake optimism about risk assets.

The path of inflation returning to the Fed's 2% target remains "bumpy".

US core inflation picked up sharply at the start of the year.

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

Weekly Update | 11th August, 2023

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

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...

US core inflation remains persistently high.

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

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

US inflation came in higher than expectations. Now, month-to-month inflation numbers can be volatile. But there are more than a few data points in this report that are...

US inflation came in around expectations. It is probably getting better, but there is still the opportunity to see what you want in the numbers. If your view is that...

Plus, central banks are the stock market! And if you don't believe us, check out the correlation in today's chart.

It was December 2020 when the US Federal Reserve first told us what conditions it would take for the interest rate in the world's largest economy to begin rising...

US core inflation and wage growth have both peaked, but remain high, with the split of inflation showing persistent, broad-based demand-driven gains in consumer...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

In light of the United States’ (US’) August Consumer Price Index (CPI) report, I provide this latest report as an update to some of the key points that I previously...

The BBC’s trilogy ‘Big Oil vs The World’ is a depressing playlist of missed opportunities for climate action since the 1970s. Its episodes entitled ‘Denial’, ‘Doubt’...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

“There’s a tendency for markets to focus on the present and extrapolate it forever”, said Olivier Blanchard, a well-respected economist formally of the IMF. We could...