This article is machine translated
Show original

Regarding the real-time inflation data on Truflation, I have two questions: 1) Why does the US inflation data shown on Truflation only show 1.68%? Is it excluding housing inflation data? The European inflation data does not include owner's equivalent rent, and in the US CPI, owner's equivalent rent accounts for a significant weight (nearly 25% of CPI, with 75% of housing inflation). If owner's equivalent rent is removed, the BLS CPI data should be lower than 2%. 2) Truflation's inflation data is real-time, and many views suggest that Truflation's inflation data is 45 days ahead of BLS CPI data. Since July, Truflation's inflation data has been declining, but looking back at May and June data shows an increase. Does this indicate a one-time rebound, as previously discussed in <x.com/qinbafrank/status/192242...>? I welcome friends who are familiar with or follow the Truflation mechanism to discuss this topic.

Truflation
@truflation
07-11
In the last six months, inflation dropped 1.4 percentage points. And the Fed remains asleep at the wheel. Why? Because they keep using delayed data. It's time for a change. Interest rates aren't just a number. They have a real impact.
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments