CPI inflation
August CPI inflation was reported at 3.4%, matching expectations, while core CPI fell to 2.4%; monthly CPI rose 0.4%, the largest increase since May 2026, and Treasury yields moved higher. 2 The Kobeissi Letter warned that services-price indicators pointed to substantially higher future inflation, potentially lifting CPI to 6.0% and core PCE above 4.0% if historical relationships persist. 5 Rory Johnston said cooler current CPI could be overwhelmed by sustained oil and diesel costs, forcing central banks to raise rates to restore price stability. 1
Where the voices land
All voices 2 voices1 falling1 rising
Falling
- RJRory JohnstonFalling Today's CPI inflation came in a little cooler. ▶ 46:05 The Shocking Reason Gas Prices Can’t Come Down A… · 30 Sept
Sharply rising
- TKThe Kobeissi LetterSharply rising The Kobeissi Letter expects CPI inflation to rise as high as 6.0% in the coming months from 3.4% in July, based on the ISM Services Prices Paid Index. “the current reading suggests CPI could rise to as high as 6.0% in the coming months, from 3.4% in July” Open the post Leading indicators point to higher US inflation.… · 8 Sept
1 falling1 rising
Mentions
5 in September 2026Stories it travels in
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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.
Who brings it up
- The Kobeissi Letter 4 mentions
- Rory Johnston 1 mention
- David Lin 1 mention
See what your own voices say about CPI inflation, every morning.
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