Research topic
Inflation and CPI
4 FinzData report(s) on Inflation and CPI.
September 2026 CPI Deep Dive Energy Shock Core
September CPI rose 0.6% month over month, 3.7% year over year, driven by a 9.1% gasoline jump while core CPI runs 3.4% annualized over three months versus 2.6% over twelve months.
Federal Reserve and monetary policyInterest rates and Treasury yieldsYield curveUS consumer and spendingQuantitative Model October 2026 Goldilocks
Financial conditions tighten as Goldilocks returns. S&P 500 rose +2.83% next month on average after 33 Goldilocks months since 2011 up 76% of the time. September nowcast points to Reflation.
Quant models and market regimesFederal Reserve and monetary policyInterest rates and Treasury yieldsEquity strategy and factorsState of US Consumer October 2026 Research
Real consumer spending is up 2.6% year over year in August 2026 while real hourly wages fell 0.7% and the saving rate is 4.1%, showing a K-shaped consumer with strong balance sheets funding spending.
US consumer and spendingLabor market and jobsCredit markets and debtFederal Reserve and monetary policyUS housing October 2026 research and data
Pending home sales fell 7.3% to 66.0 and housing starts fell 5.2% to 1.221 million as 30-year mortgages averaged 7.40%. Builder confidence hit 29, the lowest since June 2012, freezing US housing.
US housing marketMortgage ratesHome pricesHomebuilders and constructionFederal Reserve and monetary policyRents and shelter inflationInterest rates and Treasury yieldsRelated searches
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