Treasury Yields Spike, 10-Year to 4.39%, 30-Year to 4.96%, Mortgage Rates to 6.5%, as the Bond Market Gets Antsy by Wolf Richter • Mar 20, 2026 • 49 Comments Bond market frets about inflation, leveraged Treasury bets unwind, housing market frets about spring selling season.
Hot Producer Price Inflation Adds to Fed’s Complex and Worsening Inflation Problem by Wolf Richter • Mar 18, 2026 • 57 Comments Worst 6-month PPI inflation since August 2022 (+5.3% annualized). After multiple rate cuts by the Fed, inflation heats up everywhere: services, food, energy, other goods.
Core PCE Inflation Hits 3.1%, Worst in 2 Years, in Unique Twist Blows way past CPI Inflation. Driven by Core Services by Wolf Richter • Mar 13, 2026 • 29 Comments Energy spike is still to come. And today’s GDP inflation measure was revised up to 3.8%, worst since Q4 2022. The Fed needs to pay attention.
Energy Inflation for Americans by Wolf Richter • Mar 12, 2026 • 53 Comments Dropping gasoline prices since mid-2022 papered over big price increases in electricity and natural gas. But that’s now over.
CPI Inflation Rose on Food & Energy Prices, even before Gasoline Price Spike. YoY still Pushed Down by Bad-Joke OER by Wolf Richter • Mar 11, 2026 • 57 Comments The Bad Joke of Owners Equivalent of Rent (OER) explained.
Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation by Wolf Richter • Mar 10, 2026 • 73 Comments California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23.
Companies Report Raging Inflation, Except in Wages & Rents by Wolf Richter • Mar 5, 2026 • 144 Comments Double-digit increases in employee health insurance costs hold down wage increases.
Services PPI Inflation Explodes. Goods PPI Jumps as Companies Shuffle Tariffs to Each Other. Food & Energy Plunge by Wolf Richter • Feb 27, 2026 • 104 Comments It will further fuel the acceleration of the Fed-favored PCE Price Index.
PCE Inflation (2.9%, 3.0%) and GDP Inflation (3.7%) Got Hotter, but CPI Inflation (2.4%) Cooled. Why? The Fed Needs to Pay Serious Attention by Wolf Richter • Feb 21, 2026 • 51 Comments The PCE price index gets pushed down far less by the doctored housing index than CPI does because housing weighs half as much in PCE.
