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 0

July 08, 2023 00:38:23
Episode Cover

Another Visit Down The Rabbit Hole: On Inflation [Podcast]

I go down the rabbit hole with George to discuss inflation, what really caused it and what needs to be done to fix it....

Listen

Episode

April 11, 2026 00:24:10
Episode Cover

Markets Wrestle With Alternate Realities As “Peace Talks” Hopes Belie The Incoming Economic Storm!

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

Listen

Episode

August 13, 2025 00:17:48
Episode Cover

Have The Productivity Nuts and Bolts Bolted?

The elephant in the room of the upcoming dialogue on productivity is that it is mainly performative, despite the weak 0.7% estimate from the...

Listen