BLS: CPI Increased 0.2% in August; Core CPI increased 0.3% calculatedriskblog.com/2024/09/bls-cp…

YoY Measures of Inflation: Services, Goods and Shelter calculatedriskblog.com/2024/09/yoy-me… Core CPI ex-shelter was up 1.7% YoY in August, down from 1.8% in July.

Asking Rents Mostly Unchanged Year-over-year calculatedrisk.substack.com/p/asking-rents…

Cleveland Fed: Median CPI increased 0.3% and Trimmed-mean CPI increased 0.2% in August calculatedriskblog.com/2024/09/clevel… Rent and Owner's equivalent rent are still high, and if we exclude rent, median CPI would be around -1% month-over-month, annualized.

Early Look at 2025 Cost-Of-Living Adjustments and Maximum Contribution Base calculatedriskblog.com/2024/09/early-… my guess is COLA will probably be around 2.4% this year

Weekly Initial Unemployment Claims Increase to 230,000 calculatedriskblog.com/2024/09/weekly…

CoreLogic: 1.11 million Homeowners with Negative Equity in Q2 2024 calculatedriskblog.com/2024/09/corelo…

Fed's Flow of Funds: Household Net Worth Increased $2.8 Trillion in Q2 calculatedriskblog.com/2024/09/feds-f…

The "Home ATM" Mostly Closed in Q2 Total Mortgage Equity Withdrawal (MEW) was Slightly Positive in Q2 calculatedrisk.substack.com/p/the-home-atm…

FACT CHECK: Did Goldman say economy would perform better under Harris than Trump? ANSWER: Yes. "We estimate that if Trump wins ... the hit to growth ... resulting in a peak hit to GDP growth of -0.5pp in 2025H2 ... If Democrats sweep ... resulting in a very slight boost to GDP

Q3 GDP Tracking: Mid 2% Range calculatedriskblog.com/2024/09/q3-gdp…

Part 1: Current State of the Housing Market; Overview for mid-September 2024 calculatedrisk.substack.com/p/part-1-curre…

2nd Look at Local Housing Markets in August calculatedriskblog.com/2024/09/2nd-lo…

As I was saying ... "which presidential nominee has the better economic agenda? ... nearly 40 economists ... surveyed by the Financial Times and the University of Chicago Booth School of Business' Kent A. Clark Center for Global Markets, it's Harris" msn.com/en-us/news/pol…

Igor Kaplun Bill McBride The R-CPI-U-RS uses a consistent methodology back to 1977. Annual inflation in 2022 was 8.1%, which is lower than 1978 (9.5%), 1979 (11.2%), and 1980 (9.4%) bls.gov/cpi/research-s…

Here is inflation using a the same method from the BLS. Inflation in the late '70 and early '80s was higher and more persistent than the pandemic inflation.

FOMC Preview: Fed to Cut Rates calculatedriskblog.com/2024/09/fomc-p…

I'm getting old. I remember when character mattered ...