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Macro: CPI — Coming down very slowly

Headline CPI came in at 3.12% in November, that's .11% lower than October. From September to October the headline dropped .46%. For the year, we've averaged a monthly drop of .29%. So the pace of disinflation is slowing. Additionally, YOY changes in prices are still higher than June, so we've made no progress in the 2nd half of the year. [...]

What’s The Consensus Kenneth?

By Joseph Y. Calhoun III|2023-06-25T15:11:36-04:00June 24th, 2023|Alhambra Research, Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Taxes/Fiscal Policy|

I spend a lot of time thinking about what "everyone" else believes about the economy and markets. If you've been reading my weekly scribblings for any time, you know I have little faith in the soothsayers of this industry. No one knows what the future holds, least of all that group of crystal ball gazers known as economic forecasters. Most [...]

Macro: CPI — Coming down very slowly

What’s The Consensus Kenneth?

What’s The Consensus Kenneth?

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