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内容由Michael Ashton - the Inflation Guy提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Ashton - the Inflation Guy 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Ep. 93: This Month’s CPI Report - Sorry I Could Not Travel Both

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Manage episode 389050408 series 3283645
内容由Michael Ashton - the Inflation Guy提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Ashton - the Inflation Guy 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

It's the monthly CPI report! In this podcast, the Inflation Guy discusses today's economic data and highlights why the market's expectations for substantial easing in 2024 sets up a difficult path forward. He discusses several ways that inflation could get back to target, and then what needs to happen with policy to make that happen.

Hint: it isn't what the market is pricing right now.

NOTES

Blog Callback: Beware the Price Controller

Podcast Callback: Ep. 74: Inflation Folk Remediesv (discussing among other things the ‘new’ rental indices that supposedly imply rents deflation in the CPI)

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Check out the new website!: https://www.EnduringInvestments.com/

  continue reading

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Manage episode 389050408 series 3283645
内容由Michael Ashton - the Inflation Guy提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Ashton - the Inflation Guy 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

It's the monthly CPI report! In this podcast, the Inflation Guy discusses today's economic data and highlights why the market's expectations for substantial easing in 2024 sets up a difficult path forward. He discusses several ways that inflation could get back to target, and then what needs to happen with policy to make that happen.

Hint: it isn't what the market is pricing right now.

NOTES

Blog Callback: Beware the Price Controller

Podcast Callback: Ep. 74: Inflation Folk Remediesv (discussing among other things the ‘new’ rental indices that supposedly imply rents deflation in the CPI)

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Check out the new website!: https://www.EnduringInvestments.com/

  continue reading

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