Skip to content

CPI Energy

Aug 24 2016

Inflation-Keeping The Fed On Hold

  • Aug 24, 2016

Inflation is weak in July but the rebound in oil prices, the renewed weakness in the dollar and the strength in Chinese Yuan are all positive for inflation expectations in the near term. The disinflationary headwinds from outside of the U.S. are only getting stronger, not weaker. It’s hard to disagree with the market’s low rate hike expectations.

 

Feb 05 2012

Reported Inflation Should Be Muted In 2012

  • Feb 5, 2012

For 2012, the reported CPI is expected to slip down to the +2% area (although items like lunches, transportation, parking and food may continue rising at close to a 10% rate).

Jun 03 2008

Inflation Falls During/After Recessions, But Maybe Not This Time

  • Jun 3, 2008

There is a strong linkage between higher Food and Energy costs and “Core” CPI, as these higher prices filter directly to the so-called “Core” CPI categories. If Food and Energy prices remain strong we could see a reacceleration in CPI inflation this fall.

 

May 06 2008

Inflation Falls During/After Recessions

  • May 6, 2008

Longer term, we are concerned about the rising trend of food and energy inflation.

Apr 05 2008

Fed Should Be Watching Food And Energy, Not “Core” Inflation

  • Apr 5, 2008

There is a strong linkage between higher Food and Energy costs and Core CPI.

Mar 05 2008

Food & Energy Inflation Has Been A Leading Indicator Of The “Core” CPI

  • Mar 5, 2008

Persistently high Food and Energy prices tend to drive the “Core” CPI inflation rate higher. These two subsets have now been in a rising pattern since the late nineties and cost pressures are forcing more and more manufacturers to raise prices.

Nov 05 2007

Still On Target For +4% CPI At Year End

  • Nov 5, 2007

We expect most broad inflation measures to accelerate over the remainder of the year, including CPI, Core CPI, CPU, PPI and GDP deflator.

Oct 03 2007

Inflation Outlook: Remains Worrisome

  • Oct 3, 2007

September CPI and PPI reports are likely to be much less favorable (more inflationary). 

Sep 05 2007

Inflation Outlook: Worrisome

  • Sep 5, 2007

We expect most broad inflation measures to accelerate over the remainder of the year.

Aug 05 2007

Inflation Outlook: Worrisome

  • Aug 5, 2007

We expect most broad inflation measures to accelerate over the remainder of the year, including: CPI, Core CPI, PPI and GDP deflator.

Aug 03 2005

Inflation Watch

  • Aug 3, 2005

CPI twelve month rate will move higher in second half of year because comparisons will be against relatively low readings from 2004.

Feb 05 2003

Answering Client Questions

  • Feb 5, 2003

Many of the questions in this month’s issue came from January client meetings in Texas.