PPI
Recent CPI and PPI Readings Declined By Largest Percentages In Over 60 Years
Currently declining energy and other commodity prices are producing some significant “down” months for CPI and PPI.
Outlook: Weak Economy, Inflation Decelerating
The consumer is in the worst shape that we can remember. September job loss was the highest in five years.
Outlook: Weak Economy, Inflation Decelerating
Revised Q4 real GDP confirms what we’ve been saying for quite some time...the U.S. economy began contracting in Q4 2007.
CPI Expected To Decelerate
CPI inflation measured on a twelve month basis has probably peaked. Looking ahead, inflation should cool off in the first half of 2009 (+3%). Here’s why....
CPI Expected To Decelerate To +5% By Year End
CPI Inflation measured on a twelve month basis may be close to a cyclical peak.
CPI Expected To Peak Near +5.5%
Inflation should be cooling off as the U.S. economy contracts and global economies show signs of slowing.
CPI Inflation Expected To Reaccelerate
As U.S. and global economies slow, inflation should be cooling off. However rising food and energy prices are keeping CPI and PPI measures uncomfortably high.
U.S. Inflation May Be Peaking
CPI and PPI expected to peak in early 2008 and then decelerate. Our initial 2008 predictions are +3.5% for CPI and +4.0% for the PPI by year end...That’s the good news.
CPI/PPI Inflation Expected To Peak With January 2008 Readings
We expect the CPI and PPI to peak in January 2008 and then decelerate some as the economy begins to slow down.
Inflation Outlook: Remains Worrisome
September CPI and PPI reports are likely to be much less favorable (more inflationary).
Inflation Acceleration Expected In Second Half 2007
Despite what the media babbles, inflation trends are not slowing.
Inflation Acceleration Expected In Second Half 2007
Inflationary trends are not slowing. The six month annualized PPI rate of change is almost +10% and the CPI almost +5%, both above their respective twelve month rates.
Second Half 2007: Inflation Acceleration Expected
CPI inflation accelerated again in March. As we see it, the important development is that inflation has broadened out.
Inflation Outlook: Worrisome
CPI and PPI monthly inflation kicked up a bit with February readings and could do so again when March results are released.
Inflation Still A Potential Threat
Inflation trends are a mixed bag at present.
Inflation Still A Potential Threat
Looking ahead, CPI twelve month rate of inflation is likely to be in the +2% area for the first half of 2007.
Inflation Watch
CPI on a twelve month basis is expected to decelerate further over the next two months. The final 3 months of the year, however, could be another story.
Inflation Watch
CPI still expected to decelerate over the next four months as current readings get compared to above average readings a year ago. The final three months of the year, however, could be another story.
Inflation Watch
Inflation, particularly wage inflation, continues to accelerate. Wage inflation is now at its highest level since 2001.
PPI Remains Above CPI: Bad Omen For Profits?
PPI rate of change exceeds the CPI at present, and has been higher since late 2003. Could be a bad omen for corporate profits.