The Inflation Guy does not typically do a CPI preview episode, and this isn't one either. However, he felt it was important to telegraph to investors who aren't actually inflation traders that there are some non-tariff reasons that the CPI is about to re-accelerate for at least the balance of the year. Even though this is known (and priced into inflation swaps), there's every chance that when it happens it will surprise some people and others will attribute to tariffs what should be attributed to simple mathematics. This is a brief but important episode to set expectations for the coming few months.
NOTES
Blog for last month’s CPI: “Inflation Guy’s CPI Summary (May 2025)” (https://inflationguy.blog/2025/06/11/inflation-guys-cpi-summary-may-2025/ )
Ep. 140: White Whale Spotted - Inflation-Linked Cash - the USDi Coin: https://inflationguy.podbean.com/e/ep-140-white-whale-spotted-inflation-linked-cash-the-usdi-coin/
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