US CPI Data
Macroeconomic Indicators
Sell
The speaker examines that contrary to official data, underlying real inflation is around 3% and remains above the Fed target.
Mark Zandi
CNBC Television
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The speaker examines that contrary to official data, underlying real inflation is around 3% and remains above the Fed target.
The speaker examines the data gaps in the recent inflation report and the divergence between tariff-driven goods price increases and disinflation in the services sector.
The speaker reviews the November CPI data which rose 2.7%, coming in below estimates. He notes that while the headline number is positive, sticky costs in healthcare, rent, and food remain a burden for consumers.
Analyzes the impact of the lower-than-expected CPI data on the market and the general course of inflation.
The speaker examines that contrary to official data, underlying real inflation is around 3% and remains above the Fed target.
The speaker examines the data gaps in the recent inflation report and the divergence between tariff-driven goods price increases and disinflation in the services sector.
The speaker reviews the November CPI data which rose 2.7%, coming in below estimates. He notes that while the headline number is positive, sticky costs in healthcare, rent, and food remain a burden for consumers.
Analyzes the impact of the lower-than-expected CPI data on the market and the general course of inflation.