Price Levels and Implications of the PPI Release
Original Report
Headline, Core PPI above BLoomberg consensus (1.4% vs. 0.5% m/m; 1.0% vs. 0.3% m/m). Figure 1: CPI-all urban (bold black), CPI wage earners and clerical (green), CPI ex-shelter (purple), CPI chained...
Headline, Core PPI above BLoomberg consensus (1.4% vs. 0.5% m/m; 1.0% vs. 0.3% m/m). Figure 1: CPI-all urban (bold black), CPI wage earners and clerical (green), CPI ex-shelter (purple), CPI chained (red), PCE deflator (chartreuse), AIER Everday Price Index (pink), nowcasted AIER EPI (pink +), PPI (sky blue), all 2025M01=1.0, on log scale. Chained CPI […]
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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