Inflation Upside Surprise
Original Report
September CPI registered upside surprise: Figure 1: CPI (blue, left log scale), Bloomberg y/y consensus (blue +), core CPI (red, right log scale), Bloomberg y/y consensus (red +). Source: BLS,...
September CPI registered upside surprise: Figure 1: CPI (blue, left log scale), Bloomberg y/y consensus (blue +), core CPI (red, right log scale), Bloomberg y/y consensus (red +). Source: BLS, Bloomberg. The above graph uses y/y consensus; on a m/m (due to rounding), core CPI did not exceed consensus in September, while headline did. Since […]
Glass House Analysis
Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
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