US Inflation (CPI)
Macroeconomic Indicators
Hold
The speaker examines the impact of a weakening dollar on import prices and its potential repercussions for US inflation.
Michael Gapen79d
* Does not constitute investment advice
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How recommendation distribution changed over time
Covered by 5 analysts
Mixed views among analysts
Last evaluation 79+ days ago - stale data
One-directional consensus
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker examines the impact of a weakening dollar on import prices and its potential repercussions for US inflation.
CNBC TelevisionJan Hatzius analyzes the inflation outlook for 2026 and predicts that the disinflation process continues, driven by slowing rent and wage growth, when temporary tariff-related effects are excluded.
CNBC TelevisionThe speaker evaluates the 2.8% inflation expectation for next year and its potential effects on risk assets.
CNBC TelevisionThe speaker evaluates a downward bias in the recently released CPI data stemming from the Bureau of Labor Statistics' data collection methodology. He analyzes how the methods used to fill missing data points, particularly regarding shelter costs, might artificially lower the inflation trajectory into 2026.
CNBC TelevisionThe speaker evaluates the CPI data coming in below expectations and its mitigating effect on inflation risks for 2026.
CNBC TelevisionThe speaker assesses the lagged effects of tariff implementations on goods inflation and evaluates the likelihood of inflation peaking in the first quarter of the coming year, contingent on no new tariff announcements.
CNBC TelevisionThe speaker analyzes that near-term inflation risks are tilted to the upside, but projects that effects from tariffs will remain as a temporary shift in price levels.
CNBC TelevisionThe speaker examines the impact of a weakening dollar on import prices and its potential repercussions for US inflation.
* Does not constitute investment advice
Jan Hatzius analyzes the inflation outlook for 2026 and predicts that the disinflation process continues, driven by slowing rent and wage growth, when temporary tariff-related effects are excluded.
* Does not constitute investment advice
The speaker evaluates the 2.8% inflation expectation for next year and its potential effects on risk assets.
* Does not constitute investment advice
The speaker evaluates a downward bias in the recently released CPI data stemming from the Bureau of Labor Statistics' data collection methodology. He analyzes how the methods used to fill missing data points, particularly regarding shelter costs, might artificially lower the inflation trajectory into 2026.
* Does not constitute investment advice
The speaker evaluates the CPI data coming in below expectations and its mitigating effect on inflation risks for 2026.
* Does not constitute investment advice
The speaker assesses the lagged effects of tariff implementations on goods inflation and evaluates the likelihood of inflation peaking in the first quarter of the coming year, contingent on no new tariff announcements.
* Does not constitute investment advice
The speaker analyzes that near-term inflation risks are tilted to the upside, but projects that effects from tariffs will remain as a temporary shift in price levels.
* Does not constitute investment advice