US CPI Expectations

  • 2.6% y/y headline inflation
  • 3.3% y/y “core” inflation

The October report is set to be released on Wednesday, November 12 at 8:30 ET.

US CPI Forecast

As the world’s top investment manager, it’s crucial to stay ahead of the game when it comes to understanding and predicting market movements. The upcoming Consumer Price Index (CPI) report in the US is expected to show a rise to 2.6% y/y on a headline basis, with the “core” reading expected to tick up to 3.3% y/y.

This data is essential as it provides valuable insights into the current state of inflation in the US, a key factor influencing market trends and investment decisions.

Traders and economists are closely monitoring these figures, especially after the recent election results which saw Donald Trump and the Republicans secure a “Red Wave”. This political shift has increased the likelihood of another interest rate cut by the Fed in December.

Analysis of US CPI Data

One of the key takeaways from the upcoming CPI report is the impact of inflation on US citizens. Rising prices have been a significant concern for many Americans, and addressing this issue will be a top priority for the government in the coming years.

Looking at the year-over-year measure of US CPI, we can see a recent decline from the 2022 peak. However, economists are anticipating a bump back up to 2.6% this month. This potential increase in inflation could have far-reaching consequences on the economy and financial markets.

Another crucial factor to consider is the “base effects” in the CPI calculation. With last October’s 0.0% m/m reading dropping out of the annual calculation, there is a possibility of a spike in the headline year-over-year CPI reading.

Technical Analysis – USD/JPY Daily Chart

Turning our attention to USD/JPY, the exchange rate is poised for a breakout to multi-month highs above 154.70. This technical setup suggests the potential for additional gains, especially if supported by a strong inflation reading.

On the other hand, a cooler CPI report could lead to a pullback in the pair and increase the likelihood of another rate cut by the Fed next month.

As an award-winning financial journalist, it’s crucial to keep a close eye on these developments and how they can impact investment strategies and market trends.

Original Post

Analysis

Understanding the US CPI data and its implications is crucial for investors and individuals alike. Inflation trends can affect the purchasing power of consumers, the profitability of businesses, and the overall health of the economy.

By closely monitoring CPI reports and analyzing the data, investors can make informed decisions about their portfolios and adjust their strategies accordingly. Whether it’s predicting market movements, assessing the impact of government policies, or planning for future economic conditions, staying informed about inflation trends is essential for long-term financial success.

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