It's hard to believe we waited two months for that. The Inflation Guy pulls no punches here. Although he is a serious defender of the Bureau of Labor Statistics' CPI team, he did not mince words in talking about today's report. But it's still data, and the IG tells you what it means.

NOTES

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (November 2025)” (https://inflationguy.blog/2025/12/18/inflation-guys-cpi-summary-november-2025/ )

Blog on hedonic adjustment “Why Hedonic Adjustment in the CPI Shouldn’t Tick You Off” https://inflationguy.blog/2025/12/10/why-hedonic-adjustment-in-the-cpi-shouldnt-tick-you-off/

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This CPI report is potentially unusual and extra-valuable since there is a chance there won't be a CPI released next month. It's a good thing, then, that the current data was a little softer-than-expected since that helps to lock in Fed eases (although the Fed doesn't really care about the exact level of inflation any more as long as it isn't clearly headed higher). Hear the Inflation Guy break it down this month, and savor it in case the BLS doesn't release the CPI next month!

NOTES

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (September 2025)” (https://inflationguy.blog/2025/10/24/inflation-guys-cpi-summary-september-2025/ )

Blog on fallback mechanism for CPI: “What Happens if CPI Isn’t Released?” https://inflationguy.blog/2023/09/27/what-happens-if-cpi-isnt-released/

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The Inflation Guy was sorely tempted to title this podcast, "Two Beautiful Women," because he's not above being clickbaity. But he also cannot resist a pun, and that idea won. This episode after all is about AI, and one of the 'leakages' that people don't tend to think about but that is evident in the world at large when you look at how people are using AI. The Inflation Guy explains. He doesn't talk much about inflation in the episode - but if AI is exaggerated, then all of the people who say that AI will solve the inflation problem...are building their house of faith on sand.

NOTES

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (August 2025)” (https://inflationguy.blog/2025/09/11/inflation-guys-cpi-summary-august-2025/ )

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