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September PPI Final Demand +0.4% MoM… last month MoM revised down to -0.2% MoM.. +8.5% YoY.
Core PPI +7.2% YoY v +7.3% YoY in August.
PPI Series Peaked in March 2022 at +11.7% YoY. Core CPI Series peaked in March at +9.7% YoY.
Inflation Deceleration continues..
Core PPI +7.2% YoY v +7.3% YoY in August.
PPI Series Peaked in March 2022 at +11.7% YoY. Core CPI Series peaked in March at +9.7% YoY.
Inflation Deceleration continues..
September CPI… +8.2% YoY vs a recent high of +9.1% YoY in June.
Core CPI +6.6% YoY took out +6.3% YoY high in March.. Core driven mainly by Rents… Rental Appreciation is BLS sticky… But in the Real World appreciation has been cut in 1/2 already.
Energy down big…
Core CPI +6.6% YoY took out +6.3% YoY high in March.. Core driven mainly by Rents… Rental Appreciation is BLS sticky… But in the Real World appreciation has been cut in 1/2 already.
Energy down big…
BLS OER Estimates are +6.7% YoY v +6.3% YoY in August…
OER Growth Rate is in a +2.78 Sigma Right Tail Bubble (data since 1984)…
We already know Rental Growth has been cut in 1/2 in September in the Real World.. Ask Sternlicht or Redfin.
Rental Bubble already popped..
OER Growth Rate is in a +2.78 Sigma Right Tail Bubble (data since 1984)…
We already know Rental Growth has been cut in 1/2 in September in the Real World.. Ask Sternlicht or Redfin.
Rental Bubble already popped..
