by Aptus PM Team | Oct 24, 2025 | Blog, Bonds
The September CPI report, delayed for more than two weeks, was finally released this morning. The September Inflation data is an important number used to calculate the 2026 Social Security cost-of-living (COLA) adjustment; COLA is now set to increase 2.8% for 2026 (a...
by Aptus PM Team | Sep 12, 2025 | Blog, Bonds
CPI came in a touch hotter than expected in August, with the headline rising 0.382%, rounding to 0.4%, and the core rising 0.346%, rounding down to 0.3%. The consensus was 0.3% for both. The YoY CPI inflation rate rose from 2.732% to 2.939%, while the core YoY rose...
by Aptus PM Team | Aug 15, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from inflation to dispersion, from wall of worry to tariff impact, and the ongoing US vs. Foreign discussion. Have a great weekend!...
by Aptus PM Team | Aug 15, 2025 | Blog, Bonds
Headline CPI rose 0.20% in July, in line with economists’ expectations. The YoY rate was unchanged at 2.7%. After two warmer months, food prices inched up just 0.05%. Energy prices were also cooler in July, declining -1.1% on a -2.0% drop in motor fuel CPI and lower...
by Aptus PM Team | Jul 18, 2025 | Blog, Bonds
Core CPI came in softer than expected for the 5th straight month: 0.2%, month over month (MoM) and 2.9% year over year (YoY). The YoY number did tick up slightly given the low comp rolling off from last year (monthly numbers shown on graphic below). ...
