Inflation Deep Dive Broken Pie Chart

Derek is back to discuss the recent media reports of highest inflation in 30 years. What is true and what isn’t? Plus he takes a deeper dive into inflation components, inflation sentiment effecting consumer beheavior, and sticky vs flexible inflation.
 
Inflation at 30 year highs
Today’s inflation vs late seventies and early eighties inflation
Flexible inflation (CPI) vs Sticky inflation (CPI)
What makes up the CPI index
Year to date 5.8% inflation in 2021
How many years have we seen deflation
Michigan Consumer Sentiment release
1 year inflation expectations vs 5 year
5 year treasury breakeven inflation rates surging
Consumer behavior around deflationary and inflationary periods
 
 
Mentioned in this Episode:
 
Contact Derek Moore derek.moore@zegafinancial.com
 
Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&
 
Michigan Consumer Sentiment Inflation Expectations http://www.sca.isr.umich.edu/tables.html
 
CPI All Items annual Federal Reserve Bank of St. Louis https://fred.stlouisfed.org/series/CPIAUCSL#0
 
Flexible CPI vs Sticky CPI https://www.atlantafed.org/research/inflationproject/stickyprice
 
BLS full PDF release CPI https://www.bls.gov/cpi/