Tag Archive: CPI

Inflation Running Hotter

This week, investors anxiously awaited the release of key inflation data that has the potential to be market-moving. On Wednesday, markets saw the most recent data on CPI. The month-over-month reading came in at .5%, above consensus estimates of a .3 or .4% rise. The core CPI reading, which excludes volatile food and energy costs, seemingly confirmed the higher month-over-month data with a rise of .3%. Today saw the release of the latest data on PPI, which also points to increasing price pressures. Month-over-month PPI... Continue Reading

Inflation Expectations Remain Subdued

This has been seen before and will likely be seen again. The Fed raised interest rates on Wednesday afternoon by 25 basis points in a move that was widely expected. The twist, however, may be in the differing outlook on inflation between the Fed and the markets. One need only look at the latest reading on the Consumer Price Index to see this. On Wednesday, the latest reading on CPI registered a figure of -.1%. Not only was the core reading a full tenth of... Continue Reading

Rising Inflation

The gold market may potentially be benefiting from rising price pressures, among other things. The yellow metal has performed well in recent weeks, and has been on the stronger side of the ledger even in spite of stocks making fresh all-time highs and the dollar index remaining higher. This week saw some key inflation data that showed price pressures are on the rise. On Wednesday, the latest reading on the Consumer Price Index showed a rise of .6 percent last month, well above consensus estimates... Continue Reading

A Lurking Danger

It seems that the pace and timing of additional interest rate hikes by the Federal Reserve has largely dominated financial headlines in recent months. While the general consensus seems to be that the pace of further hikes will be very slow and incremental, we’d like to present an alternative possibility that seemingly few investors are considering. What if inflation expectations were to pick up rapidly? What if in the coming quarters, inflation were to accelerate at a pace significantly faster than the Fed’s two percent... Continue Reading