Posts filed under “Inflation”

Non-energy Prices Lift Wholesale Prices

Asha Banglore notes:

"The core CPI, excluding food and energy, edged up 0.2% in
January, following a 0.1% increase in December. On a year-to-year basis, the core CPI
advanced 2.1% in January compared with a 2.2% increase in all of 2005. New car prices
rose 0.6% in January, after two monthly declines. The 0.1% increase in shelter
costs reflects a 0.1% increase in rent, a 0.2% gain in owner’s equivalent rent,
and a 0.5% increase in hotel prices. Airfares rose 1.2% after posting declines
in November and December. Apparel prices increased 0.3% in January after a 0.3%
drop in the prior month. The 1.5% annualized gain in the medical price index
represents a small deceleration in costs after posting a 5.3% annualized
increase during the three months ended December."

 

And what does this chart bode for corporate profits?

Cpi_core

 

Your answer should help determine how you position your  assets (equity, fixed income, or cash) and what your returns will look like this year (to be determined).

Source:
Non-energy Prices Lift Wholesale Prices in January
Asha Bangalore
Northern Trust Global Economic Research
February 17, 2006
http://tinyurl.com/l9q26

Category: Inflation

Non-Core CPI (known elsewhere as “Prices”)

Category: Inflation

Flat Yield Curve!

Category: Inflation

Fed: Stagnant Net Worth for Typical US Family

Category: Consumer Spending, Data Analysis, Economy, Federal Reserve, Inflation, Psychology

Health Spending Likely to Outpace Economy’s Growth

Category: Consumer Spending, Inflation

Is the Fed Done? Depends on What Page You’re Reading

Category: Federal Reserve, Financial Press, Inflation

Category: Commodities, Consumer Spending, Inflation

Continuing Upside Risks to Inflation

Category: Federal Reserve, Inflation

House of Morgan(s)

Category: Economy, Inflation

Further Yield Curve Inversion “a Given”

Category: Federal Reserve, Fixed Income/Interest Rates, Inflation