Inflation Guy’s CPI Summary (April 2025) Before the CPI analysis, I always try to give some context for where we are in the ‘story’ about the evolution of inflation right now. It’s really difficult to do that, though, because of all of the massive policy changes that are happening – and often in opposite directions with respect to the effect on […]
https://inflationguy.blog/2025..../05/13/inflation-guy

Inflation After 100 Days It is hard to believe that a third of the year is already past. Some people, of course, would say that it seems like a hundred years have passed in the first hundred days of Trump’s second term, but to me it seems like a blink. Here’s a quick mark-to-market summary of where I think […]
https://inflationguy.blog/2025..../05/01/inflation-aft

Announcing USDi…Inflation-Linked Cash As many of you know, one of my goals in life – for decades – has been to expand the inflation-linked investing ecosystem to other structures (e.g. options), other legs of the liquidity triad (e.g. cash, swaps, futures), other more-specific inflation (e.g. medical care), and in every other way I could. Barclays originally moved me […]
https://inflationguy.blog/2025..../04/15/announcing-us

Inflation Guy’s CPI Summary (March 2025) Before we get started on today’s CPI, let me add a few wise words from an old market observer: I have a third observation, but it’s inflation-related with all the rest so I will save it for the end. Let’s get into today’s number. Heading into the number, the general consensus was that core CPI […]
https://inflationguy.blog/2025..../04/10/inflation-guy

The Coming Surge in College Tuition Inflation Today’s news is clearly about the imposition of new reciprocal tariffs on US trading partners, and the responses that those countries will have to the tariffs. In terms of the markets’ reactions, it does seem shocking to me that people were shocked and appear to have not been particularly well hedged…considering that the Administration has […]
https://inflationguy.blog/2025..../04/03/the-coming-su