September CPI: Inflation Is Running Hot—and the Oil Work Explains Why
September CPI rose 0.6% for the month and 3.7% over the year, with gasoline responsible for more than half the monthly increase. I connect the report ...
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September CPI rose 0.6% for the month and 3.7% over the year, with gasoline responsible for more than half the monthly increase. I connect the report ...
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Connected ArticleAugust CPI rose 0.4% on the month and 3.4% from a year earlier, while core CPI rose a hotter-than-expected 0.3% even as its annual rate eased to 2.4%....
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Connected ArticleA full Pattern Nexus reconstruction of U.S. and global oil inventories from the 1970s through the 2026 war shock, including original regressions, depl...
Connected ArticleThe old petrodollar was built around imported oil, dollar invoicing, military protection, and the recycling of global surpluses into American assets. ...
Connected ArticleThe June 16–17 FOMC minutes, released July 8, show a Fed that held rates steady but removed the easy easing bias. The deeper signal is that inflation ...
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Connected ArticleOn the final session of 2025, equities drifted lower while commodities stayed violent: silver flushed hard, gold slid, yields popped, oil stayed soft,...
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Connected ArticleDiscuss the sources, assumptions and implications of this Pattern Nexus article.
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Connected ArticleMarkets wavered as the Fed faces a data blackout, gold and tech cooled off, and the Trump administration tightened sanctions on Russia while juggling ...
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