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A soft landing consensus for CPI? The forecasting consensus is sticking close to its November predictions, with a 0.3% increase expected for core CPI (falling from 6%...
Market rents are decelerating, which means CPI-measured rents – and with them, core and headline CPI – should ultimately decelerate as well, with a lag. But is this deceleration due...
Not out of the woods yet on upside risks to monthly core CPI inflation: The forecasting consensus has shifted down from its 0.5% expectation for core CPI...
Headline CPI: Modest upside risk vs. forecasting consensus * Consensus: 0.6% month-over-month, 7.9% year-over-year * Gasoline prices did not play a major role in October, with only a...
