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/

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

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If this keeps up, we might all long to have the machines take over.

In this episode, the Inflation Guy discusses the victory of a socialist candidate in the New York City mayoral primary this week - and, even if we would like to hope that he has no chance of winning in the general election...he does. Ergo, we should probably think a little bit about what socialism means for inflation.

Really, nothing about socialism is great. And that includes inflation.

NOTES

Monetarium website on Reserve.org: https://reserve.org/monetarium/

“Shortages are Unmeasured Inflation” blog post: https://inflationguy.blog/2021/10/24/shortages-are-unmeasured-inflation/

Blog for this 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/

Blog for last month’s CPI: “Inflation Guy’s CPI Summary (April 2025)” (https://inflationguy.blog/2025/05/13/inflation-guys-cpi-summary-april-2025/ )

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Check out the website! https://www.EnduringInvestments.com/

Check out the other website! https://usdicoin.com/

Where is the effect of the tariffs? Where is the effect from "Most Favored Nation?" What is going on with this month's CPI report? The Inflation Guy addresses these questions, and more. And on top of that, apologizes! It's a don't-miss episode!

NOTES

Blog for this 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/

Blog for last month’s CPI: “Inflation Guy’s CPI Summary (April 2025)” (https://inflationguy.blog/2025/05/13/inflation-guys-cpi-summary-april-2025/ )

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Check out the website! https://www.EnduringInvestments.com/

Check out the other website! https://usdicoin.com/