Alıntı yaparak yanıtlaDün gelen ABD enflasyon verisiyle ilgili olarak,notlar:
-Inflation in core services remains hot, and in December increased by 5.3%, driven by housing; insurance of all kinds; admissions to fun stuff, such as concerts and sports events; and audio and video services, such as streaming and cable. Core services account for over 61% of the Consumer Price Index, and that's where inflation has gotten entrenched.
-Durable goods prices fell again, with prices down quite a bit from the peak in August 2022, but they fell more slowly than before - as used vehicle prices ticked up for the second month in a row after a steep decline, even while wholesale prices continued to fall. New vehicle prices inched to a new record from their long and high plateau.
-Food at home ticked up to a new record from very high levels.
-The CPI for core services (without energy services) on a month-to-month basis rose 0.44% in December from November, or by 5.4% annualized. The three-month moving average rose by 0.41%, or by 5.1% annualized.
Inflation in core services had decelerated in early 2023 through the summer but then began to accelerate again. Month-to-month annualized, the three-month moving average has accelerated from 4% during the summer to over 5% for the past four months, which is very disconcerting.
-The Owners' Equivalent of Rent CPI rose by 0.47% in December from November, or 5.8% annualized. The three-month moving average rose by 0.46%.
The three-month moving average shows how this rent index has re-accelerated from July onward. It looks like housing inflation, on a month-to-month basis, has now gotten hung up somewhere near the 6% range.
The OER index accounts for 26% of overall CPI. It is based on what a large group of homeowners estimates their home would rent for and is designed to estimate inflation of "shelter" as a service for homeowners.
-The Rent of Primary Residence" CPI decelerated to +0.43% in December from November, after having run very hot four months in a row. But the increase remains higher than during the summer.
The three-month moving average rose by 0.50%, or by 6.2% annualized, another indication of housing inflation getting stuck in the 6% range.
The Rent CPI accounts for 7.7% of overall CPI. It is based on actual rents that tenants actually paid. The survey follows the same large group of rental houses and apartments over time and tracks what tenants, who come and go, actually pay in these units.
-Year-over-year, the OER CPI rose by 6.3% , and Rent of Primary Residence rose by 6.5% .
Originally Posted by deniz43
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