FX Guys

U.S. Consumer Prices Up 0.2%, Core Inflation Exceeds Expectations

Key Sectors Driving Inflation

Shelter costs emerged as the primary driver of inflation, with a 0.5% increase in August. This component alone accounted for over 70% of the core CPI’s annual rise. Other notable increases included:

  • Airline fares: Up 3.9%
  • Motor vehicle insurance: Rose 0.6%
  • Education and apparel: Both saw increases

The food index inched up by 0.1%, with food away from home rising 0.3%. Energy prices, however, declined 0.8%, led by drops in gasoline, electricity, and natural gas prices. Over the past year, the energy index has fallen 4.0%, with gasoline prices down 10.3%.

Market Implications

The higher-than-expected core inflation rate suggests persistent underlying price pressures in the economy. This data point is crucial for traders, as it may influence the Federal Reserve’s…
Read More