• Ep. 139: This Month's CPI Report – Uncertainty Reigns

  • 2025/04/10
  • 再生時間： 29 分
  • ポッドキャスト

Ep. 139: This Month's CPI Report – Uncertainty Reigns

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  • Welcome to CPI Day - this one, in the midst of a head-spinning market turmoil. This moves the CPI report back a little bit in terms of its importance, but the underlying inflation pressures and the effect on prices of tariffs, going forward, are a big part of the reason for the market turmoil.

    Uncertainty implies lower prices for risky assets, and we are seeing that. It also has implications for inflation itself, through velocity, and for the hurdle to make policy moves as a central banker. Join the Inflation Guy as he untangles today's CPI report, and a lot of the surrounding noise.

    NOTES

    Episode callback: “Ep. 137: Drug Prices and the Most-Favored-Nation Clause” https://inflationguy.podbean.com/e/ep-137-drug-prices-and-the-most-favored-nation-clause/

    Blog for last month’s CPI: “Inflation Guy’s CPI Summary (February 2025)” (https://inflationguy.blog/2025/03/12/inflation-guys-cpi-summary-february-2025/ )

    To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

    To Subscribe for free to the blog: https://inflationguy.blog/

    Check out the website! https://www.EnduringInvestments.com/
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あらすじ・解説

Welcome to CPI Day - this one, in the midst of a head-spinning market turmoil. This moves the CPI report back a little bit in terms of its importance, but the underlying inflation pressures and the effect on prices of tariffs, going forward, are a big part of the reason for the market turmoil.

Uncertainty implies lower prices for risky assets, and we are seeing that. It also has implications for inflation itself, through velocity, and for the hurdle to make policy moves as a central banker. Join the Inflation Guy as he untangles today's CPI report, and a lot of the surrounding noise.

NOTES

Episode callback: “Ep. 137: Drug Prices and the Most-Favored-Nation Clause” https://inflationguy.podbean.com/e/ep-137-drug-prices-and-the-most-favored-nation-clause/

Blog for last month’s CPI: “Inflation Guy’s CPI Summary (February 2025)” (https://inflationguy.blog/2025/03/12/inflation-guys-cpi-summary-february-2025/ )

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Check out the website! https://www.EnduringInvestments.com/
続きを読む 一部表示

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