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A 2nd Round of Inflation Is Coming

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A 2nd Round of Inflation Is Coming
Consumers shop for groceries at a retail chain store in Rosemead, Calif., on Dec. 12, 2023. Frederic J. Brown/AFP via Getty Images
Gary Brode
Updated:
0:00
Commentary
The December 2023 consumer price index (CPI) report shows an overall increase of 3.4 percent unadjusted over the past year and an increase of 0.3 percent from November 2023. This was above expectations of 3.2 percent for the year and above expectations of 0.2 percent for the month.
Gary Brode
Gary Brode
Author
Gary Brode has spent three decades in the hedge fund business. Most recently, he was Managing Partner and Senior Portfolio manager for Silver Arrow Investment Management, a concentrated long-only hedge fund with options-based hedging. In 2020, he launched Deep Knowledge Investing, a research firm that works with portfolio managers, RIAs, family offices, and individuals to help them earn higher returns in the equity portion of their portfolios. Mr. Brode’s work has been featured in the Wall Street Journal and Barron’s, and in appearances on CNBC, Bloomberg West, and RealVision.
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