The Noise In The CPI Data Machine!

Digital Finance Analytics (DFA) Blog

Oct 11 2024 | 00:09:38

00:00 / 00:09:38

Show Notes

When you are totally data dependent, as the FED is, noise in the incoming data is always going to be an issue, because signal and noise might not be aligned. There was a classic case yesterday as we got the latest read on the Consumer Price Index for the US from the Bureau of Labor Statistics. Superficially at least, underlying US inflation rose more than forecast in September, representing a pause in the recent progress toward moderating price pressures, boosted by housing and food, which accounted for over 75% of the advance. Goods prices rose as well after reliably falling […]

Other Episodes

Episode

June 27, 2026 • 00:26:30

Now AI Risks Are Back In Focus, As Markets Bet On Positive Hormuz Outcomes…

This is our weekly market update where we start in the US cross to Europe and Asia and end in Australia, covering commodities and...

Episode 0

January 07, 2020 • 00:07:00

The Underinsurance Crisis [Podcast]

We look at data from our household surveys in the light of a recent The Conversation article. Many households are underinsured, and may be...

Episode 0

June 03, 2020 • 01:59:15

DFA Live On Mortgage And Rental Stress - HD Replay Edition [Podcast]

This is the edited edition, with behind the scene sequences added. The original edition, with live chat is available here: https://youtu.be/Q_6Bo_JYBJw