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 0

February 09, 2022 • 00:27:13

Standby For Deflation: With Steve Van Metre [Podcast]

I caught up with Steve from his bond kingdom. We discussed the latest from the FED, and the expected trajectory of inflation, bond rates...

Episode

July 30, 2026 • 00:11:01

Is The FED All Talk And No Trousers?

Given the importance of the Federal Reserve to the global economy, I always watch the press conference after the Monetary Policy rate decision, the...

Episode 0

July 22, 2020 • 01:37:41

DFA Live HD Replay: Q&A Household Confidence and Scenarios [Podcast]

Our live show discussing finance and property. The original stream is also available with live chat here: https://youtu.be/IufCgp_fkUk