Browsing: Inflation

by Calculated Risk on 12/12/2025 04:21:00 PM A few brief excerpts from a Goldman Sachs research note on shelter inflation:…

Compare to 2.8% y/y, 2.7% q/q AR. Figure 1: Instantaneous inflation (T=12,a=4) for core CPI (blue), core PCE deflator (brown),…

This is the latest in our series of posts in our series on price theory problems with Professor Bryan Cutsinger.…

Today, we’re pleased to present a guest contribution by Laurent Ferrara (Professor of Economics at Skema Business School, Paris and…

by Calculated Risk on 10/02/2025 10:57:00 AM Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 2.7%…

President Donald Trump frequently touts his battle against higher prices, often by saying the U.S. currently has “no inflation.” On…

Today we are fortunate to present a guest post written by N. Kundan Kishor (University of Wisconsin-Milwaukee). The Divergence Between…

I was thinking about how a completely subservient central bank can destroy price stability, referring to examples…

Shocker in PPI: 0.9% vs. 0.2% m/m consensus: Figure 1: Top panel, Instantaneous inflation for core CPI…

From Cleveland Fed, Goldman Sachs, plus Bloomberg consensus – generally, acceleration in the q/q annualized: Figure 1:…