CPI & Inflation

Key Takeaways Housing affordability index calculations depend heavily on interest rates, income levels, and median home prices. Small changes in …

Key Takeaways Inflation data directly shapes long-term asset allocation decisions by influencing returns, risk, and purchasing power. Diversifying across inflation-sensitive …

Key Takeaways CPI revisions occur because initial inflation data is based on estimates that are later updated with more complete …

Key Takeaways Rental inflation—not home prices—plays the dominant role in how housing is measured in CPI. The CPI uses Owners’ …

Key Takeaways Markets react more to inflation expectations than to actual CPI data when pricing stocks and bonds. A small …

Key Takeaways Real consumer spending adjusts for inflation, revealing true purchasing power beyond headline dollar increases. Nominal consumer spending can …

Key Takeaways PPI spikes often precede retail price increases, creating a measurable lag effect in consumer inflation. Businesses absorb rising …

Key Takeaways Wage growth must outpace CPI over time to truly increase purchasing power. Short-term inflation spikes can erode real …

Key Takeaways The structural components of CPI—goods, services, and energy—determine how inflation is measured and reported. Goods prices are often …