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November 2023
US CPI Review: October 2023 & Flash November Forecast
Helped by falling car prices, CPI disinflation continued in October. While positive signs were seen in some services prices, MoM core services price…
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Steven Anastasiou
6
US CPI Preview: October 2023
Annual headline CPI growth expected to fall materially, but the core CPI could deliver an upside surprise.
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Steven Anastasiou
5
Medium-term US CPI Forecast Update
CPI growth expected to hit 2% in 2024: but not before a potentially unnerving period of stubborn growth.
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Steven Anastasiou
2
October 2023
US CPI Review: September 2023
Both the CPI & core CPI were in-line with my forecasts, as durables and nondurables prices saw broad disinflation, but services prices remained…
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Steven Anastasiou
4
US CPI Preview: September 2023
Annual headline CPI inflation is expected to be broadly flat, but core inflation is expected to record its 6th consecutive month of deceleration.
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Steven Anastasiou
US Jobs Report: Employment market is relatively solid, but warning signs remain
While most employment market metrics have weakened, as opposed to indicating an imminent recession, they have instead only broadly fallen back to…
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Steven Anastasiou
2
Latest PCE inflation data doesn't support another Fed rate hike
With the latest PCE data showing deepening disinflation amidst falling lending growth and M2, any further increase in interest rates would unnecessarily…
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Steven Anastasiou
September 2023
Lending data highlights the significant impact of the Fed's tightening
Historically a lagging indicator, aggressive Fed tightening has already resulted in a major decline in bank lending growth, indicating that the Fed does…
US CPI Review: August 2023
A divergence in car prices, falling airfares, broad disinflation & more - my August US CPI Review in 12 key points.
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Steven Anastasiou
US CPI Preview: August 2023
While August's CPI report could fuel concerns surrounding a 2nd wave of high inflation, leading indicators suggest that there's little reason to be…
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Steven Anastasiou
August 2023
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