Inside the Latest Inflation Report: Takeaways From August's CPI Rate | Market Takes
All eyes are on inflation. Economists believe that CPI has peaked and the U.S. should continue to see slower price increases moving forward. I’ll do a deep dive into the August CPI report to see what the data tell us about the trajectory of U.S. inflation. We’ll dig into the impact of commodities, gas prices, food, cars and trucks and much more to find out what matters and unpack what the market thinks about the report. 0:00 Welcome 0:39 Why the August CPI report had such an impact on markets 1:32 The big numbers from the inflation report 2:01 Why core inflation was such an important part of CPI 3:02 Watching the impact of gas prices on inflation expectations 5:52 How housing costs could move the needle on inflation in coming months 7:01 Dissecting the immediate reaction of markets to the August CPI report 8:50 How the CPI report changed expectations for Federal Reserve policy 11:11 Biggest takeaway from August’s CPI report 12:27 What economic data to watch for next 14:01 Why economists are starting to worry about the Fed raising interest rates Market Takes is a stripped-down and straight-up livestream where I'll cut through the noise and break down the week's most important market trends, reports and economic data. Tune in to understand what will be moving markets each week and why. I’m Dion Rabouin, a WSJ reporter covering markets and the economy. I’ll be diving into all things finance, from the popular and well-known — like crypto and stocks — to the complex and intricate — like leveraged loans, derivatives and private equity. Subscribe to join me as I take a deep dive into what’s making money move and why it matters. #Inflation #CPI #DionRabouin