Inflation Watch: The Importance of Today’s Consumer Price Index Report | Market Takes

Following the release of the highly anticipated consumer price index report Friday morning, WSJ’s Dion Rabouin will unpack all the details and break down the most important takeaways from the inflation report.

0:00 - Welcome
1:12 - How hot was today’s hot Consumer Price Index reading?
2:36 - The big takeaway: Inflation did not peak in March
4:11 - CPI details — What the Bureau of Labor Statistics says about inflation
6:31 - The importance of core inflation
8:11 - The most important market reactions to the CPI report
8:55 - How May’s CPI report could change economists’ expectations for inflation in the short-term and long-term
10:54 - The impact of new inflation readings on the Federal Reserve
12:30 - Why the May CPI reading disrupts the current market narrative
13:44 - Early market reaction suggests growing recession worries
14:46 - Takeaways

Market Takes is a stripped-down and straight-up livestream where I'll cut through the noise and break down the week's most important market trends, reports and economic data. Tune in to understand what will be moving markets each week and why.

I’m Dion Rabouin, a WSJ reporter covering markets and the economy. I’ll be diving into all things finance, from the popular and well-known — like crypto and stocks — to the complex and intricate — like leveraged loans, derivatives and private equity. Subscribe to join me as I take a deep dive into what’s making money move and why it matters.

#Inflation #CPI #DionRabouin

[DionRabouinWSJ]

What does today’s CPI report tell you about the state of the economy?

[jcatastrophic]

Thank you for making this video and explaining this.

[raulasharma]

Really look forward to your insights in explaining these topics to us in such a simple way. .keep up the good work 👍👍

[Entertainment-usgt]

Thank you Dion. This is my favorite channel for quick and informative news for my trading.

[oldredmr]

Great contents, liked and subscribed 👍

[barsdemir]

Milton Friedman famously said, “Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.”

[dimitri.a]

I also said WOW when i received a notification from the WSJ today. Jerome Powell certainly had a similar reaction like many of us. Really curious to know what he's gonna say on Wednesday..

[geak]

The price of utilities… 30% year over year.
Ouch

[raman]

Politicians must pay for our CPI and to be held responsible.

[donchong]

At ground level, it looks more likely to be double digit

[Hassanmohamed]

Said it last year, inflation comes in waves. I run a logistics carrier and a school meal vendor, currently building a B2B SaaS platform(yes I've found the light) and prices change yearly. New school year bid I increased my price for lunch from $3.25 to 3.55. Last year's jump was from 2.89 to 3.25. I am currently making less than my drivers because of fuel and spot rates are tanking. 80% of truckers own their own trucks and many I know are sitting. When the drivers sit and rates go back up, and with fuel raising its a double edge sword. I think we'll have another opportunity to lower rates when some global conflicts arises, but the longer we can hold this the better off we will be.

[CoryDAnimates]

Makes me wish my 401k did not cap utility funds to 25% of my portfolio

[slovokia]

After adjusting for inflation todays real federal funds rate is still extremely negative by historical standards. If this situation persists, the velocity of money will start increasing because people will change their behavior to minimize their holdings of a depreciating asset. Money will become a hot potato that one doesn’t want to hold too long.

[teslamr]

CPI is more like 15 to 20%. The way they calculate it is so out of whack. The shelter reading is the biggest joke.

[lebaneezer]

Economist's and weathermen, only jobs where you can be wrong everyday and still have a job tomorrow.

[NCKL]

If the fed and jpow are serious about inflation they're going to need to stop sweeping it under the rug. They must ratchet it up to 100 basis points per increase and provide us with a strategic no nonesense gameplan. We need a cold shock of water or we will slowly bleed into stagflation.