August 14, 2023 | Inflation is slowing down, echoing last month’s report.
Why It Matters: When annualized, inflation is at a +2% pace. As inflation cools, it should mean less pressure on the Fed to keep raising rates. This reaffirms that the recent rate hike may have been the last.
Source: Source Financial Advisors
...June 12 2023 | Three massive emerging market economies are in disinflationary mode: China, India, and Brazil. Why It Matters: A continuing slowing pace of inflation could be good news for stocks as they react more to changes in inflation rather than its actual level. Source: Gavekal
...June 5 2023 | The Fed’s inflation gauge just ticked ever-so-slightly higher. Why It Matters: Not the ideal scenario. We need inflation to keep trending downward. Otherwise, it’ll give the Fed reason to keep hiking rates. Source: Torsten Slok
...May 15 2023 | ‘Supercore Inflation’, the newest addition to the long list of Fed buzzwords, fell below expectations. Why it Matters: Although cooling, the rate of deceleration is showing signs of slowing down. This is concerning for markets expecting lower inflation. Source: thedailyshot
...April 17 2023| Inflation is slowing, but not fast enough A key factor is the housing market. Why It Matters: The housing market’s shift from inflationary to deflationary is finally happening. Expect this to continue pulling down inflation in the coming months. Source: thedailyshot
...February 20, 2023| Inflation came in slightly higher than expected, with shelter costs as a major contributing factor. Despite this, we continue to believe this trend will reverse as a slowing housing market pulls down prices. Source: thedailyshot
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