Today’s CPI report showed a year-over-year increase of 6.4% for the all-items index, before seasonal adjustment. This comes in slightly higher than market expectations, but it is still a decline from last month (6.5% in December) and continues the trend downward since the peak in June. However, the shelter subcomponent...
Outlook & Positioning, December 2022
Join us for a year-to-date recap. Stuart Feinzig and Martin Wildly discuss where we are with inflation, the effects of the war in Ukraine and more. https://player.vimeo.com/video/783634328?h=f03758961f