Yesterday's November CPI report indicates that underlying inflation is making steady, if unspectacular, progress towards 2%, but...

More commentary to follow...

The Goods sector has done most of the legwork in bringing down underlying inflation in the last 6 months. But with fresh tariffs...

After 2 very benign CPI reports for June and July the August report was slightly more concerning. The good news is that core inflation...

Following yesterday’s US CPI release we update some of our favourite charts on inflations and inflation expectations

Today’s US CPI report delivered another shock to markets by giving investors even more reason to fear a Fed policy mistake.

Today’s CPI report in the US surprised on the downside, a welcome change from the dismal run of higher than expected inflation readings...