CPI

inflation

August Inflation Is an Oil Shock. The Fed Should Hold.

Headline CPI and producer prices both firmed in August. Strip out energy and there is little evidence of a broad reacceleration — which is exactly the distinction that should shape the Fed's decision next week. Key Takeaways * Headline firmed, and it was energy. CPI rose 0.4% in August,

inflation

July's Inflation Looked OK. Here's Why It Might Not Last

July inflation was genuinely benign — services cooled and annual shelter inflation kept easing. But underneath the friendly headline are three forward-looking risks: rent disinflation looks like it may be bottoming, July’s oil jump hasn’t yet reached consumer prices, and more tariff pass-through is still in the