Jeremy Schwartz(@JeremyDSchwartz):Our alternative CPI update: BLS Shelter running 3.2% over last 12 months, but more real time housing and shelter indicators only 0.5% last 12m-- still quite a large gap. Using just this more real time update to CPI figures, we show official BLS CPI drops from 3.4% to 2.5% with real time shelter. Real time Core CPI in a sweet spot--well below the Fed's 2% target at just 1.5% vs 2.5% official numbers.

Jeremy Schwartz

@JeremyDSchwartz

Global Chief Investment Officer @WisdomTreeFunds. Host of Behind the Markets Podcast

加入 October 2011

3.2K 正在关注 22K 粉丝

Jeremy Schwartz@JeremyDSchwartz

2026.08.12 12:38

Our alternative CPI update: BLS Shelter running 3.2% over last 12 months, but more real time housing and shelter indicators only 0.5% last 12m-- still quite a large gap. Using just this more real time update to CPI figures, we show official BLS CPI drops from 3.4% to 2.5% with real time shelter. Real time Core CPI in a sweet spot--well below the Fed's 2% target at just 1.5% vs 2.5% official numbers.

显示更多