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June and 2Q25 CPI Inflation Update: Tariff Impacts May Be Emerging
Things were looking pretty good on the inflation front until June's CPI report on Tuesday.

CitizenAnalyst
Jul 16


April '25 CPI Inflation Report: Another Very Encouraging Month, But Will It Last?
April's CPI data again indicates that we are at, or below the Fed's 2% inflation target. The question is: will it last?

CitizenAnalyst
May 14


Innovation and Job Loss in America: Why Do We Always Ignore Our History?
I don't know exactly how, but sometime within the last year I found myself added to the History Facts daily email distribution list. ...

CitizenAnalyst
Mar 27


Are Computers and "Big Data" Making Vegas Smarter? Some Insights from March Madness Data
It looks like the answer actually may be no, but it may be more complicated than that.

CitizenAnalyst
Mar 19


Jan + Feb. '25 CPI: Ugly in Jan, Tolerable in Feb
After January's CPI setback, February was a solid reversion to the better trends we saw in 2024

CitizenAnalyst
Mar 12


Dec. '24 CPI Report: Very Encouraging Finish to the Year
December's CPI release was a very encouraging report, and a big sigh of relief at the same time.

CitizenAnalyst
Jan 15


2025 Shelter Costs Outlook: The Good Situation No One Wants to Talk About
What's the outlook for shelter inflation in the coming year?

CitizenAnalyst
Jan 9


Are Wages, Salaries and Incomes Keeping Up with Inflation?
Yes, wages, salaries and incomes are keeping up with inflation, and yes, you are better off today than at almost any other time.

CitizenAnalyst
Jan 3


Progress on Inflation has Stalled Alright...at just about 2%.
Articles have started to accumulate that progress on inflation has "stalled out." See here , here , here and here for just a few...

CitizenAnalyst
Dec 11, 2024


Beer, Goldilocks, and Our Twisted Logic on Trade
The supply chains of most businesses run trade deficits with each other. Why do we care about national "macro" trade deficits then?

CitizenAnalyst
Dec 4, 2024


Sept. '24 CPI: Not a Great Report, But is it Noise or a Narrative Change?
My sense is the former, but let's go through the details. Sept. headline CPI increased 0.2% (including food and energy) while core prices...

CitizenAnalyst
Oct 10, 2024


A Labor Market Monopoly? A Closer Look at the Longshoremen Strike
Even a brief look at this situation forces you to ask an important question: should labor unions be exempt from anti-trust and "monopoly"...

CitizenAnalyst
Oct 3, 2024


Who's Paying "Their Fair Share" of Taxes? The Answers May Surprise You.
In most election years, you often see and hear Democrats discussing the concept of who pays what in income taxes. It's (very) often...

CitizenAnalyst
Oct 1, 2024


Aug. CPI: Gimme Shelter
August CPI increased 0.2% and 0.3% on a headline and core basis, respectively, month-over-month (and seasonally adjusted). This was...

CitizenAnalyst
Sep 11, 2024


Why Don't Economists Listen to the Stock Market?
One thing that has always frustrated (but also fascinated) me throughout my investing career is how dismissive economists are about...

CitizenAnalyst
Aug 17, 2024


July '24 CPI: Another very encouraging inflation report. What are we waiting for?
July CPI provides "more data" that the Fed has asked for to confirm that inflation "is on the way back down to 2%." We're at 2% now ,...

CitizenAnalyst
Aug 14, 2024


June CPI: It's Time to Cut Interest Rates
We got another outstanding inflation report for June this morning. Let's go through it. Core CPI for the month increased 0.1%...

CitizenAnalyst
Jul 11, 2024


May CPI: The Best Inflation Report of the Year (Again)
I know, I said this last month. But this month was not only the best inflation report of the year, but probably since the depths of...

CitizenAnalyst
Jun 12, 2024


April CPI: Best Inflation Report of 2024
April's CPI report was the best report we've gotten so far this year. While it's only one report, there's reasons to be encouraged.

CitizenAnalyst
May 15, 2024


March '24 CPI: Way Better Than It Looks
You're likely going to hear about how we got another bad inflation report this morning, but for the first time in several months, things...

CitizenAnalyst
Apr 10, 2024
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