5min chapter

Odd Lots cover image

What Is Really Going On With Rent and Healthcare Inflation?

Odd Lots

CHAPTER

Is the BLS Trying to Improve on the CPI?

By September of 2023, I suspect we'll go from plus 28 to about minus 40 year-to-year. That swing is worth almost about 80 basis points on the course API. Once this minus four comes in in in October and it stays there for the bulk of the year, by September of 20 23, health insurance will be at -4%. Omer Ascher: It's so crazy to me because the point of like measuring the stuff and the monetary policy is like counter cyclical. And this huge component, as you just described it, has no there's no actual like economically cyclical impulse part of it. You have an index that's worth just over 1% of

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