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CPI

September 2026 · 45 voices
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Entity · economic indicator

September 2026 · 45 of the 74 voices we track · 96 mentions

Sep 1 → Oct 1, 05:30 ET · Last update Oct 14, 15:23 ET

September 2026Live view →
Sceptical

Discussion focused on whether the August US CPI print would determine a September Fed hike, with market pricing moving sharply in response to the data and its composition 192937. Several commentators said headline pressure was largely energy-driven, while core services and supercore components kept underlying inflation concerns alive 2437. Others questioned CPI’s measurement and relevance, arguing that official inflation understates household cost pressures or that energy shocks should not drive monetary tightening 5817.

Where the voices land

All voices 7 voices

7 rising

Rising

  • LLLawrence LepardRising Lepard says the Fed's inflation numbers are understated versus what people actually experience. “the Fed's inflation numbers are understated” ▶ 36:38 No Living Investor Has Seen A Time Like This Bef… · 29 Sept
  • JSJeff SniderRising CPI will spike in the short run on energy prices before decelerating. “you get a short term spike in the CPI” ▶ 22:34 Rare Recession Indicator Is ‘Screaming’—No One’s… · 26 Sept
  • RBRobin BrooksRising Today's CPI topline was hot and damaging, even if underlying inflation is milder. “the perfect nightmare that today's CPI was for Kevin Warsh” Open the post I'm doing my usual Saturday morning live stream … · 11 Sept
  • WPWarren PiesRising CPI is running above the Waller line, implying inflation is high enough to force a hike. “CPI above the Waller line...Hike is coming.” Open the post CPI above the Waller line...Hike is coming. · 11 Sept

Sharply rising

  • SHSteve H. HankeSharply rising Hanke notes CPI at 3.4% y/y but 5.1% annualized over six months, a trend of acceleration. “the six-month annualized rate is 5.1%. trend is one of acceleration in the CPI” ▶ 14:20 Bond Yields Surge: How Much Higher Before Econom… · 29 Sept
  • KMKeith McCulloughSharply rising He expects CPI to come in higher than Wall Street estimates, with his nowcast up 27bp versus the 3.40% headline. “it's up 27 basis points versus the 3.40 headline cpi year over year that was just reported” ▶ 9:01 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept
  • Jeffrey GundlachSharply rising DoubleLine's model points to CPI year-over-year hitting a 4 handle in the next report. “DoubleLine’s inflation model suggests a 4 handle CPI Y-0-Y in the next report.” Open the post With oil over $100 per barrel inflation is not g… · 15 Sept

7 rising

Mentions

96 in September 2026
Mon 31Thu 10 · 27Thu 1

Stories it travels in

i

The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

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Other months

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