Inflation

October CPI Slows Headline Inflation but Core and Food Pressures Persist: November 10, 2026 Release

The November 10, 2026 Consumer Price Index (CPI) report offers a nuanced picture: headline inflation cooled from September’s blistering pace, yet core inflation stubbornly held steady, and food...

September Spending Surges 0.5%, But Real Income and Demand Stall: The October 29, 2026 BEA Report Unpacked

The October 29, 2026 BEA release dropped a mixed bag for household finances: nominal personal consumption expenditures (PCE) jumped a robust 0.5% in September, yet real spending barely budg...

September PPI Shocks Markets: 1.3% Surge Signals Inflation Pipeline Heating Beyond Energy

The October 15, 2026 Producer Price Index (PPI) release dropped a bombshell: final demand producer prices jumped 1.3% in September, the largest monthly increase since March 2022. The year-o...

September CPI Shocks Markets: Inflation Accelerates Sharply on Gasoline and Shelter, October 14, 2026 Release Reveals

The October 14, 2026 CPI report slammed the door on hopes of easing inflation. Headline CPI surged 0.6% month-over-month, the fastest pace since April, pushing the annual rate up to 3.7% ...

August 2026 PCE Inflation Surges While Income Growth Stalls: The BEA’s Quiet Acceleration

The Bureau of Economic Analysis dropped its September 30, 2026 Personal Income and Outlays report, and the numbers tell a story that’s more nuanced—and more concerning—than the headline prose lets ...

August CPI Surges 0.4%: Energy Rebounds but Core Inflation’s Quiet Comeback Demands Attention

The September 11, 2026 CPI release for August delivered a jolt to the inflation narrative: headline inflation accelerated sharply to 0.4% month-over-month, up from a tame 0.1% in July, whil...

Producer Prices Heat Up Again: August PPI Shows Upstream Inflation Surging 12.8% Amid Diesel Spike

The September 10, 2026 Producer Price Index (PPI) release jolts the inflation narrative awake. After a lull in June and July, headline final-demand PPI climbed 0.4 percent in August, a mode...

Inflation Re-Accelerates While Real Spending Flatlines: The August 26, 2026 PCE Report’s Quiet Contradiction

The Bureau of Economic Analysis dropped its August 26, 2026 update on personal income and outlays with the usual fanfare about rising incomes and spending. But beneath the surface, the numbers tell...

July 2026 PPI: Flat Headline, Steady Heat Beneath the Surface

The August 13, 2026, Producer Price Index (PPI) release paints a picture of headline calm: final demand prices were unchanged in July. But scratch beneath the surface, and the story is far less...

Inflation’s Mirage: July 2026 CPI Masks Persistent Pressure Beneath the Surface

The Bureau of Labor Statistics’ August 12, 2026 release of July’s Consumer Price Index (CPI) offers a seemingly reassuring headline: a modest 0.1% month-over-month rise, following June’s sharp ...

Headline PCE Slips -0.1%, Core Still +0.1%: July 30 BEA Release Leans on Disinflation While Savings Sink to 2.7%

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June PPI’s -0.3% Headline Hides 5.1% Core and a 13.0% Fuel-Retail Margin Pop

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June CPI’s -0.4% “Record Drop” Rides Gasoline’s -9.7% Plunge; Core Flat and Shelter Still +3.3% YoY

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Nominal Sizzle, Real Fizzle: May PCE +0.4% While Spending +0.7% and Saving Slides to 3.0%

On June 25, 2026, the BEA’s latest release delivered an upbeat trio—personal income, disposable income, and spending all up 0.7% in May—but left the inflation engine running. The PCE price inde...

Spending Up, Purchasing Power Down: May 28, 2026 PCE Release Hides a Real DPI Drop of -0.5% and Saving Rate Slide to 2.6%

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Nominal Sizzle, Real Fizzle: March PCE +0.9% m/m, Real DPI -0.1%

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Nominal Spending Pops 0.5%, Real PCE Barely 0.1%: February’s PCE Story Isn’t What the Headline Says

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Vegetables +48.9%, “Broad-Based” Gains? The March 18 PPI Tells a Different Story

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PCE Pops, Reality Shrugs: January’s $81.1B Gain, Goods −$24.6B, Core Still +0.4% (BEA 2026-03-13)

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Headline Heats Back Up: CPI Re-Accelerates to 0.3% MoM as BLS Sells “Unchanged” — Press Release 2026-03-12

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Trade Margins, Not Prices: January PPI’s 0.5% Jump Rests on a 14.4% Wholesaling Surge

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Inflation Eats the Gain: December PCE +0.4% MoM While Real Spending Barely Moves (+0.1%)

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Cooling Headline, Warmer Core: January CPI’s 0.3% Core Re-Acceleration Hides in the Footnotes

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December PPI’s Broad-Based Mirage: Services +0.7% driven by trade margins +1.7% and machinery wholesaling +4.5%

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Services Flat, Pipeline Hot: Jan 14 PPI Masks Stage‑4 Heat and an Energy-Led Goods Pop

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Stable 2.7% YoY, Hot Underneath: December CPI Packs Food +0.7%, Shelter +0.4%, Airfares +5.2%

The Bureau of Labor Statistics’ press release dated January 13, 2026, leans on the comfort of a steady 2.7% YoY headline inflation rate. But December didn’t feel steady: consumers absorbed fo...

Two-Month Mirage: Dec 18 CPI Says +0.2% While Utilities Run Hot at +6–9% YoY

The Bureau of Labor Statistics’ December 18, 2025 release leans on a tidy headline—consumer prices up 0.2% over the two months from September to November—but the story underneath is anything bu...

Gasoline Stole the Headline, Services Kept the Heat: September CPI’s Quiet Re-acceleration

Margin Mirage: August PPI’s -0.1% Headline Hides a 0.3% Core and an 11‑Month Pipeline Grind

Spend Now, Worry Later: August PCE Shows Real Spending +0.4% vs Real Income +0.1% as Saving Rate Slips to 4.6%