U.S. Inflation - The Eye Of The Beholder: IDFC AMC

BQ Prime’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..IDFC AMC Research Report.Given the current global financial market volatility, data can fuel the frenzy. September U.S. headline consumer price index printed 8.2% YoY, down from 8.3% in August but accelerated sequentially. Core CPI picked up in year-on-year and month-on-month terms. However, both headline and core were slightly above consensus forecasts. Keeping the frenzy aside, we look at the underlying trends in U.S. CPI, how its drivers have changed more recently, what other measures of inflation imply, evolution of inflation expectations and finally the risks ahead. Back in 2021, used vehicle prices had spiked significantly as new vehicle manufacturing faced severe supply shortages. Economic reopening after government restrictions imposed during the pandemic were relaxed and fear among people subsided, as vaccination rates increased, also contributed to the rise in inflation. However, a crucial aspect during this period was the strong consumer demand, particularly for goods, driven by multiple rounds of generous fiscal stimulus. Headline and core-CPI (headline excluding food and energy) mostly moved in the same direction. This narrative has changed..Click on the attachment to read the full report:.DISCLAIMERThis report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

U.S. Inflation - The Eye Of The Beholder: IDFC AMC

September U.S. headline consumer price index printed 8.2% YoY, down from 8.3% in August but accelerated sequentially.

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