How well do consumers anticipate inflation? The University of Michigan's consumer sentiment index tumbled by 5.5 points in the mid-May reading, as inflation expectations shot higher. Daily Economic Commentary May 18, 2021 market commentary
Inflation fears are an increasing challenge to equity markets Equity markets have entered a choppy period, with the S&P 500® Index unchanged since mid-April Capital Market Impact May 17, 2021 economic growthinvesting strategiesmarket commentary
Inflation spikes but underlying trend is more stable Weekly Review: A jump in consumer inflation for April, but mostly in a few areas Economic Commentary May 17, 2021 consumer spendingeconomic growthhousing marketinflation
Inflation takes off The core CPI was much stronger than expected in April, rising by 0.9 percent for its largest increase in nearly four decades. Daily Economic Commentary May 13, 2021 market commentary
Inflation remains muted The core CPI rose in March by 0.3 percent, the most in seven months, and is now up by 1.6 percent on an annual basis Daily Economic Commentary April 14, 2021 market commentary
Inflation still modest for now Higher energy prices push up overall inflation, but tame core Economic Commentary March 15, 2021 consumer spendingeconomic growthhousing marketinflation
Core inflation remains muted The core CPI was softer than expected in February, rising by 0.1 percent sequentially and 1.3 percent year-over-year. Daily Economic Commentary March 11, 2021 market commentary
Expectations of growth/inflation send longer-term interest rates higher Long-term rates climbing sharply as inflation/growth outlook rises Economic Commentary March 1, 2021 consumer spendingeconomic growthhousing marketinflation
Markets stall as investors focus on inflation and interest rates Equity markets have stalled as investors await progress on a stimulus deal and continued signs of an improving economy Capital Market Impact February 22, 2021 economic growthinvesting strategiesmarket commentary
Will rising inflation derail the economy? Higher government spending could tip the interest rate scales. Capital Market Impact February 17, 2021 inflationinterest ratesmarket commentary
