Browsing: Inflation

Goldman Sachs tracking ticks higher core PCE inflation for February. The Cleveland Fed’s core nowcast imply lower instantaneous inflation for…

EPU, VIX and GPR: Figure 1: EPU (blue, left scale), 7 day centered moving average (bold red, left scale), VIX…

From Friday’s breakeven (5 year Treasury-TIPS): Figure 1: 5 year Treasury-TIPS spread (blue), DKW expected inflation (tan), both in %.…

Using the Cleveland Fed nowcast for February, y/y inflation will be 3%, instantaneous at 3.2%, 3.6% instantaneous using Goldman Sachs…

According to Truflationtoday: The current Cleveland CPI inflation nowcast for February is 2.38%.

Using Cleveland Fed nowcasts post-CPI release: Figure 1: Instantaneous inflation (T=12,a=4) for PCE (blue), core PCE deflator (red), all in…

Households say yes (preliminary), while Wall Street economists says no: Figure 1: Year-on-Year CPI inflation (bold black), U.Michigan February survey…

From Townhall today: As of today, y/y CPI inflation is 0.93%! Source: Truflationaccessed 2/4/2026 3pm CT. For comparison, a month…

Allies of President Donald Trump are promoting a new type of tax-favored savings account that bears his name as a…

by Calculated Risk on 1/02/2026 11:12:00 AM Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 2.7%…