bullish

Probing the Evolving Inflation Debate

589 Views16 Oct 2023 09:34
As the US inflation debate evolves, I introduce unique approaches and indicators in an attempt to piece together the jigsaw of the future path.
Boomeranged on Thu, 19 Oct 2023 09:40
While the "supercore" and inflation references from Governor Waller’s Oct 18 speech track some of the nuggets in this piece, my analysis suggests that most of the turnaround in Aug and Sep was likely related to the “Least Persistent” category of CPI inflation. Directionally, the “Most Persistent” cluster of CPI inflation, according to my estimate, has continued to ease.
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Thomas Lam
Independent Economist, Forecaster and Strategist
Multi-AssetMacroeconomicsFX & Rates
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