The Noise In The CPI Data Machine!

October 11, 2024 00:09:38
The Noise In The CPI Data Machine!
Digital Finance Analytics (DFA) Blog
The Noise In The CPI Data Machine!

Oct 11 2024 | 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 01, 2025 00:38:57
Episode Cover

Is The Financial Stress Worm Finally Turning Or Is It Eating It’s Young?

If you believe the hype, households across Australia are experiencing waves of relief, as rates are cut, incomes rise and inflation falls. But, judging...

Listen

Episode

May 26, 2025 01:07:17
Episode Cover

Its Edwin's Monday Evening Property Rant!

Edwin and I discuss the latest from the property market, and the political and economic events which underpin it. Funny how politicians seem to...

Listen

Episode

August 05, 2025 01:25:33
Episode Cover

DFA Live Q&A HD Replay: Are Markets At A Wobbly Top, Or Is There More To Go? With Damien Klassen

This is an edit of a live discussion with Head of Investment Damien Klassen as we examine the latest from the markets, and consider...

Listen