Tag: inflation

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Inflation & Rates Update: Higher for Longer Continues to be the Base Case

March’s Inflation report highlights the last mile of inflation will be tougher to solve

Abrams: PPI Data Shows Continued Disinflation; Rate Cuts Could Be On Deck

January 12, 2024 - Today’s Producer Price Index report supports the notion that inflation has essentially been defeated.  PPI fell to negative headline MoM, 0% core MoM, 1.8% YoY core change, and 1.0% YoY headline change.

Navigating Economic Volatility Amidst Crucial CPI Data

This week stands as a pivotal moment, with the eagerly anticipated Consumer Price Index (CPI) poised to send ripples through the economic landscape.

Navigating Economic Volatility Amidst Crucial CPI Data

This week stands as a pivotal moment, with the eagerly anticipated Consumer Price Index (CPI) poised to send ripples through the economic landscape.

The Ripple Effect: September 10th, 2023

As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.

The Ripple Effect: September 10th, 2023

As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.

Abrams: CPI Data Continues to Paint an Improving Picture; Core (Ex-Shelter) Below Fed’s Target

Leland Abrams, who serves as Chief Investment Officer for the investment manager Wynkoop LLC and a portfolio manager of a fixed income fund at Catalyst, provides his...

Analysis: July PCE/ECI Data Points to Goldilocks Economy

Today's much anticipated release of economic data including the Employment Cost Index (ECI) and the Fed's preferred inflation measure, the Personal Consumption Expenditure (PCE) all painted the picture of a goldilocks scenario.  Inflation is abating, wages and labor market conditions are cooling, while the economy continues to grow, and spending remains resilient.

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