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Inflation Monitor – 1.31.2020

Attention on inflation rose rapidly and surprisingly in January, we think in response to two developments: The very modest emergence of inflation in even heavily…

Inflation Monitor – 12.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 11.30.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 10.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 9.30.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 8.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 7.31.2019

Editor’s Note (8.21.2019): We received a couple comments from readers that they found the different presentations for the charts and for the raw signal data…

Inflation Monitor – 6.30.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 5.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 4.30.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 3.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 2.28.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying…

Inflation Monitor – 1.31.2019

Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. Our attention measure for Inflation narratives rose somewhat in January, probably the result…

Inflation Monitor – 12.31.2018

Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. For yet another month, stock market declines refocused investor narratives – especially concerning…

Inflation Monitor – 11.30.2018

Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. Attention to inflation narratives continued to wane in November as drumbeats for a…

Inflation Monitor – 10.31.2018

After several months of increasing cohesiveness around an inflation-is-coming narrative, attention to the topic has been tapering in early Q4 Right now we think this…