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March 28 Edition

Inflation and bond markets have been pricing in the short-term effects of higher energy prices, but not a medium-term AI disinflation scenario.

Read Full Analysis March 21, 2026

March 21 Edition

The 3m annualized change in core PPI rose sharply in February to +7.6%.

Read Full Analysis March 14, 2026

March 14 Edition

Prices at the pump now at 22-month high.

Read Full Analysis