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US CPI – A Mixed Bag, Proving Sticky & FEDSpeak remains “Higher for Longer”

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CPI headlines in the US increased 0.5% In January, the core was up 0.4%, Both exactly as expected. These gains are reflected in the respective gains of 0.1% 0.4% December

For the HeadlineFor the first time since June, the January print is tied with October. The 12-month pace fell to 6.4% y/y 6.5% y/y. It has been declining for seven consecutive months starting in 9.1% In June

The Core Rates slid 5.6% y/y 5.7% Y/Y, the fourth consecutive month with slowing. Component gains were broadbased.

  • Energy Prices bounced 2.0% Gasoline prices rose from -3.1% to -4.5% 2.4% Starting at -7.0% (was 9.4%).
  • Services Prices rise 0.6% Starting at 0.7% (was 0.6%).
  • Housing Increased costs 0.8% from 0.7% and owners’ equivalent rent was up 0.7% Starting at 0.8%. The respective y/y gains have accelerated to 8.2% and 7.8% respectively y/y, from 8.1% y/y or 7.5% y/y.
  • The “super core” Oder the “Powell measure,” which is core services excluding rent was 0.3% from 0.4% (was 0.3%).
  • Prices for food and beverages went up 0.5% Previously, 0.5%
  • Transportation Bounced 0.4% From -1.6%, with used car prices falling -1.9% from 2.0%, new car pricing at 0.2% and airline fares falling -2.1% compared to the December average of -2.1%.
  • Medical care The decline was -0.4%, compared to 0.3% (was 0,1%).
  • Apparel Prices rose 0.8% from…



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