Samples


We offer the following samples of our work. You can click on the links at right to view samples from a particular category.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through January 2011. This month, we compare producer prices to consumer prices in an attempt to quantify the margin squeeze that goods-producing companies are currently undergoing.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through August 2010. We also update last month’s comments on OER.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through April 2010. We also update our comments on OER as we believe it remains the dominant inflation story.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through August 2008. In this month’s update, we highlight the problems associated with measuring inflation during a major turning point in the banking and credit markets.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through February 2008. In this month’s update, we also point out that 10-year Treasury yields are lower than annualized CPI for the first time since 1980.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through September 2007. In this month’s update, we also take a look at how the overall CPI statistics reflect changing energy prices

Posted in Inflation Watch, Samples

Open Inflation Watch Update
In this month’s update, we take a look at rental prices in relation to Owners’ Equivalent Rent and Core CPI.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through October 2006. In this month’s update, we discuss how the significant drop in motor fuel prices and other components of the Transportation sub-index mask a continued push higher in the CPI ex-Energy. If the Federal Reserve remains data-driven in its approach to inflation management, it is likely to remain biased toward higher short-term rates.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through August 2005. Also, a look at how Core CPI may be affected by rising rental costs due to Hurricane Katrina.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through May 2005. Also, note our comments with special attention to Housing and Owners’ Equivalent Rent inflation statistics. We believe the next great secular trend in inflation will emerge from the housing sector.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through June 2004. New to the report this month are tables and charts on the Personal Consumption Expenditure Indexes along with a look at how they compare to the CPI statistics.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through April 2004. Also, does the market believe a secular change in inflation is upon us?

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through April 2003. In light of April’s low readings in both CPI and PPI, we provide a historical perspective of past months which had similar low readings.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through March 2003. Also, a look at the targeted fed funds rate versus CPI. Will the current negative “real” funds rate overstimulate the economy?

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through September 2002.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The favorable inflation numbers appear to be a function of falling energy prices. Take out energy prices and the inflation picture is not nearly as favorable.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through November 2001.

Posted in Inflation Watch, Samples

Open Inflation Watch Update
The attached tables update inflation rates through May 2001.