Inflation data and economy
BEA’s September 30 snapshot shows spending growing faster than income. Examine the gap without assuming every household financed it with debt.
October 1, 2026 · Report analysisRead story ↗ Inflation data and economy
August producer-price inflation rose in the September 10 release. Understand margins, contracts, and why cost increases do not pass through one for one.
October 1, 2026 · Report analysisRead story ↗ Inflation data and economy
The September 16 import-price release adds another inflation signal. Separate border prices, tariff charges, currency effects, and final retail prices.
October 1, 2026 · Report analysisRead story ↗ Inflation data and economy
Ahead of the next CPI release, examine base effects with an original index example and avoid confusing lower inflation with cheaper goods.
October 1, 2026 · AnalysisRead story ↗ Inflation data and economy
Recent releases make data vintages important. Learn how to compare revised estimates and avoid mixing an old baseline with a new observation.
October 1, 2026 · AnalysisRead story ↗ Inflation data and economy
EIA’s September outlook links distillate tightness with price pressure. Trace freight costs through contracts instead of assuming a fixed retail pass-through.
October 1, 2026 · Report analysisRead story ↗ Inflation data and economy
The September energy outlook gives oil-price context. Explain refining, taxes, distribution, inventory, and the limits of comparing different units.
October 1, 2026 · AnalysisRead story ↗ Inflation data and economy
Energy is excluded from core CPI, but transport and production costs can influence other prices. Distinguish direct measurement from possible spillovers.
October 1, 2026 · AnalysisRead story ↗ PCE report
Read the August 2026 PCE inflation report, with a clear explanation of monthly versus annual figures, core prices, and revised comparisons.
September 30, 2026 · News explainedRead story ↗ AI and inflation
Lisa Cook’s September 28 speech explains why AI investment may add near-term price pressure before productivity gains provide relief.
September 30, 2026 · News explainedRead story ↗ Consumer confidence
Consumer confidence fell to 81.9 in September. Learn what the survey measures and why confidence, inflation, and spending can move differently.
September 30, 2026 · News explainedRead story ↗ CPI report
August CPI rose 0.4% monthly and 3.4% annually. See the gasoline and core figures, what they mean, and the next scheduled release date.
September 30, 2026 · News explainedRead story ↗ Federal Reserve
The Fed raised its target range to 3.75%–4.00% on September 16. Understand the change and its possible effects on loans and savings.
September 30, 2026 · News explainedRead story ↗