Resources
Inflation
CPI, PCE, PPI, wage inflation, expectations and how inflation drives central-bank policy.
All Inflation Articles
PPI Explained for Forex Traders: How Producer Prices Affect Inflation and Currencies
A comprehensive guide to the Producer Price Index for forex traders — headline vs core PPI, input vs output prices, pass-through to CPI, central-bank interpretation, and why stronger PPI does not always strengthen a currency.
Shelter Inflation: Why Housing Costs Distort CPI and Central Bank Policy
Shelter is roughly a third of US CPI and lags market rents by 12–18 months. This guide explains why shelter inflation distorts CPI, why it keeps core inflation sticky, and what it means for central banks and currencies.
Disinflation and Currency Markets: What Falling Inflation Means for FX
Disinflation is a decline in the rate of inflation while prices are still rising. This guide explains the difference between disinflation and deflation, why the transition matters for central banks, and what falling inflation means for currencies.
Core CPI vs Headline CPI: Which Matters More for Forex Traders?
Headline CPI includes all items; core CPI excludes food and energy. This guide explains why central banks focus on core, when headline matters more, and how the gap between the two reveals important inflation dynamics for FX traders.
CPI Explained: What Is CPI and Why Does It Move Forex Markets?
CPI is the most important inflation measure for forex traders. This guide explains what CPI is, the difference between headline and core CPI, how it affects central bank policy and why a higher CPI does not always strengthen a currency.
CPI vs PCE Inflation: Understanding the Two Key US Inflation Measures
CPI and PCE are the two main US inflation measures. This guide explains the differences, why the Fed targets PCE but markets react to CPI, and how to interpret both for forex trading.
Goods Inflation vs Services Inflation: Why the Split Matters for Central Banks
Goods inflation and services inflation behave very differently. This guide explains why central banks focus on services inflation, why it's stickier, and how the goods-services split reveals important inflation dynamics for FX traders.
Inflation Expectations Explained: Why They Matter More Than Actual Inflation
Inflation expectations are what households, businesses, and markets expect future inflation to be. This guide explains why expectations matter, how they're measured (breakeven inflation rates, surveys), and why unanchored expectations are a central bank's worst nightmare.