Caleb Franzen(@CalebFranzen):No one else is talking about this. I'm more than happy to be the only one. This is CPI inflation for all items less energy. The August data just came in at +2.47% YoY, the lowest reading since March 2021 (+1.91%). There is NO inflation problem, as far as the Fed is concerned.

Caleb Franzen

@CalebFranzen

Founder of Cubic Analytics.

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Caleb Franzen@CalebFranzen

2026.09.11 15:12

No one else is talking about this. I'm more than happy to be the only one. This is CPI inflation for all items less energy. The August data just came in at +2.47% YoY, the lowest reading since March 2021 (+1.91%). There is NO inflation problem, as far as the Fed is concerned.

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