Inflation Money newshttps://inflationmoney.com/news/Dated inflation news and explanations.en-usFed economist: why the CAPE ratio cried wolf for a decadehttps://inflationmoney.com/news/fed-paper-cape-ratio-cried-wolf-stock-valuations/Report analysishttps://inflationmoney.com/news/fed-paper-cape-ratio-cried-wolf-stock-valuations/Thu, 08 Oct 2026 16:00:00 GMTA Fed economist’s working paper says accounting rules inflated the Shiller CAPE after the 1990s, and that a corrected version now shows stocks are expensive.R&D expensing and write-downs: how they distort P/E ratioshttps://inflationmoney.com/news/rd-expensing-write-downs-stock-pe-ratios/Analysishttps://inflationmoney.com/news/rd-expensing-write-downs-stock-pe-ratios/Thu, 08 Oct 2026 16:00:00 GMTGAAP counts research as a cost and books large one-time charges, so reported earnings can understate profits. See how that pushes P/E and CAPE ratios higher.October 2026 inflation calendar: which money reports come next?https://inflationmoney.com/news/october-2026-inflation-economic-calendar/Previewhttps://inflationmoney.com/news/october-2026-inflation-economic-calendar/Thu, 01 Oct 2026 16:00:00 GMTTrack the scheduled October jobs, CPI, PPI, import-price, and PCE releases, with a clear distinction between release dates and measured months.September jobs report preview: wages, hours, and inflationhttps://inflationmoney.com/news/september-jobs-report-october-2026-inflation-preview/Previewhttps://inflationmoney.com/news/september-jobs-report-october-2026-inflation-preview/Thu, 01 Oct 2026 16:00:00 GMTBefore the October 2 scheduled jobs release, separate payroll growth, hourly pay, workweeks, and the later real-earnings calculation.August real earnings: why hourly and weekly buying power divergedhttps://inflationmoney.com/news/real-hourly-weekly-pay-august-2026/Report analysishttps://inflationmoney.com/news/real-hourly-weekly-pay-august-2026/Thu, 01 Oct 2026 16:00:00 GMTThe September 11 real-earnings release shows different hourly and weekly outcomes. Understand how hours worked affect inflation-adjusted pay.August spending outpaced income: what that means for budgetshttps://inflationmoney.com/news/august-2026-spending-income-gap/Report analysishttps://inflationmoney.com/news/august-2026-spending-income-gap/Thu, 01 Oct 2026 16:00:00 GMTBEA’s September 30 snapshot shows spending growing faster than income. Examine the gap without assuming every household financed it with debt.A 4.1% national saving rate is not your savings targethttps://inflationmoney.com/news/personal-saving-rate-august-2026-households/Report analysishttps://inflationmoney.com/news/personal-saving-rate-august-2026-households/Thu, 01 Oct 2026 16:00:00 GMTBEA’s August saving-rate estimate is useful context, but household cash reserves and debt make a universal savings percentage misleading.August PPI inflation: why wholesale costs are not tomorrow’s CPIhttps://inflationmoney.com/news/august-2026-ppi-consumer-price-pipeline/Report analysishttps://inflationmoney.com/news/august-2026-ppi-consumer-price-pipeline/Thu, 01 Oct 2026 16:00:00 GMTAugust producer-price inflation rose in the September 10 release. Understand margins, contracts, and why cost increases do not pass through one for one.Import prices rose in August: what the index misses about tariffshttps://inflationmoney.com/news/august-2026-import-prices-tariffs-retail/Report analysishttps://inflationmoney.com/news/august-2026-import-prices-tariffs-retail/Thu, 01 Oct 2026 16:00:00 GMTThe September 16 import-price release adds another inflation signal. Separate border prices, tariff charges, currency effects, and final retail prices.Why annual inflation can fall while this month’s prices risehttps://inflationmoney.com/news/inflation-base-effects-october-2026/Analysishttps://inflationmoney.com/news/inflation-base-effects-october-2026/Thu, 01 Oct 2026 16:00:00 GMTAhead of the next CPI release, examine base effects with an original index example and avoid confusing lower inflation with cheaper goods.Inflation data revisions: why a changed comparison is not a new shockhttps://inflationmoney.com/news/economic-data-revisions-inflation-2026/Analysishttps://inflationmoney.com/news/economic-data-revisions-inflation-2026/Thu, 01 Oct 2026 16:00:00 GMTRecent releases make data vintages important. Learn how to compare revised estimates and avoid mixing an old baseline with a new observation.2027 Social Security COLA: what is known on October 1https://inflationmoney.com/news/social-security-cola-2027-not-announced-october/Previewhttps://inflationmoney.com/news/social-security-cola-2027-not-announced-october/Thu, 01 Oct 2026 16:00:00 GMTSSA says the next COLA will be announced in October 2026. Separate official determinations from estimates before planning a 2027 retirement budget.Grocery inflation paused in August: why your basket may still cost morehttps://inflationmoney.com/news/flat-grocery-index-august-2026-basket/Report analysishttps://inflationmoney.com/news/flat-grocery-index-august-2026-basket/Thu, 01 Oct 2026 16:00:00 GMTAugust’s food-at-home index was flat, but a zero aggregate change does not mean every grocery item or household bill stayed unchanged.Restaurant prices rose as groceries paused: compare the meal costhttps://inflationmoney.com/news/restaurant-vs-grocery-inflation-august-2026/Report analysishttps://inflationmoney.com/news/restaurant-vs-grocery-inflation-august-2026/Thu, 01 Oct 2026 16:00:00 GMTAugust’s food indexes moved differently. Evaluate restaurant spending alongside grocery quantities, preparation costs, and the complete checkout total.Egg prices moved up in August: read the category, not a viral receipthttps://inflationmoney.com/news/egg-price-volatility-shopping-inflation-2026/Report analysishttps://inflationmoney.com/news/egg-price-volatility-shopping-inflation-2026/Thu, 01 Oct 2026 16:00:00 GMTThe latest CPI category shows a monthly egg-price increase. Understand local differences and avoid turning one store’s receipt into a national trend.Airfare inflation reached 23.4% annually: what a traveler should comparehttps://inflationmoney.com/news/airfare-inflation-august-2026-travel-budget/Report analysishttps://inflationmoney.com/news/airfare-inflation-august-2026-travel-budget/Thu, 01 Oct 2026 16:00:00 GMTAugust’s airfare index rose sharply over the year. Compare routes, dates, baggage, and total trip costs before applying the national rate to a booking.Car insurance CPI fell in August: why a renewal can still risehttps://inflationmoney.com/news/car-insurance-cpi-decline-renewal-2026/Report analysishttps://inflationmoney.com/news/car-insurance-cpi-decline-renewal-2026/Thu, 01 Oct 2026 16:00:00 GMTA lower monthly insurance index does not guarantee a lower individual premium. Compare policy terms, renewal dates, deductibles, and annual cost.Used-car prices and loan rates: two separate affordability pressureshttps://inflationmoney.com/news/used-car-inflation-loan-cost-fall-2026/Analysishttps://inflationmoney.com/news/used-car-inflation-loan-cost-fall-2026/Thu, 01 Oct 2026 16:00:00 GMTFall car buyers need to distinguish vehicle-price inflation from financing cost. A lower purchase price can still produce a larger total repayment.Shelter inflation is not your mortgage payment: read the distinctionhttps://inflationmoney.com/news/shelter-inflation-rent-mortgage-measure-2026/Analysishttps://inflationmoney.com/news/shelter-inflation-rent-mortgage-measure-2026/Thu, 01 Oct 2026 16:00:00 GMTAs the next CPI report approaches, separate rent and rental-equivalence measures from home prices, mortgage interest, and actual homeowner cash flow.Heating oil before winter: why price and weather both matterhttps://inflationmoney.com/news/heating-oil-winter-budget-september-2026/Report analysishttps://inflationmoney.com/news/heating-oil-winter-budget-september-2026/Thu, 01 Oct 2026 16:00:00 GMTEIA’s September outlook flags tight distillate conditions. Plan heating costs as scenarios involving fuel prices, usage, and delivery terms.AI data centers and electricity bills: what the forecasts do not provehttps://inflationmoney.com/news/data-centers-electricity-bill-inflation-2026/Report analysishttps://inflationmoney.com/news/data-centers-electricity-bill-inflation-2026/Thu, 01 Oct 2026 16:00:00 GMTSeptember energy forecasts and Fed commentary raise demand questions. Separate national electricity use from local rates and your meter readings.Tight diesel inventories: how freight costs can reach shoppershttps://inflationmoney.com/news/diesel-inventories-freight-inflation-2026/Report analysishttps://inflationmoney.com/news/diesel-inventories-freight-inflation-2026/Thu, 01 Oct 2026 16:00:00 GMTEIA’s September outlook links distillate tightness with price pressure. Trace freight costs through contracts instead of assuming a fixed retail pass-through.Why gasoline does not track crude oil dollar for dollarhttps://inflationmoney.com/news/oil-prices-gasoline-pump-lag-2026/Analysishttps://inflationmoney.com/news/oil-prices-gasoline-pump-lag-2026/Thu, 01 Oct 2026 16:00:00 GMTThe September energy outlook gives oil-price context. Explain refining, taxes, distribution, inventory, and the limits of comparing different units.Natural gas storage looks comfortable: why winter bills can still risehttps://inflationmoney.com/news/natural-gas-storage-winter-bills-2026/Report analysishttps://inflationmoney.com/news/natural-gas-storage-winter-bills-2026/Thu, 01 Oct 2026 16:00:00 GMTEIA’s September forecast points to above-average storage entering winter. Separate wholesale supply conditions from delivered residential bills.Fuel surcharges and inflation: compare the delivered pricehttps://inflationmoney.com/news/fuel-surcharges-delivery-inflation-contracts/Analysishttps://inflationmoney.com/news/fuel-surcharges-delivery-inflation-contracts/Thu, 01 Oct 2026 16:00:00 GMTShipping and delivery quotes can change through fuel surcharges even when base prices stay fixed. Read the formula, dates, and all-in cost.Can an energy shock reach core inflation? Follow the cost chainhttps://inflationmoney.com/news/energy-shock-core-inflation-spillovers-2026/Analysishttps://inflationmoney.com/news/energy-shock-core-inflation-spillovers-2026/Thu, 01 Oct 2026 16:00:00 GMTEnergy is excluded from core CPI, but transport and production costs can influence other prices. Distinguish direct measurement from possible spillovers.Fed rate hike and credit cards: the quarter-point dollar effecthttps://inflationmoney.com/news/credit-card-quarter-point-rate-cost-september-2026/Analysishttps://inflationmoney.com/news/credit-card-quarter-point-rate-cost-september-2026/Thu, 01 Oct 2026 16:00:00 GMTAfter September’s rate increase, calculate an illustrative interest change and separate an index reset from your card’s actual statement terms.HELOC payments after a rate reset: separate interest from repaymenthttps://inflationmoney.com/news/heloc-interest-rate-reset-inflation-fall-2026/Analysishttps://inflationmoney.com/news/heloc-interest-rate-reset-inflation-fall-2026/Thu, 01 Oct 2026 16:00:00 GMTInflation and rate changes can affect variable-rate home equity borrowing. Model the balance, rate, and draw-to-repayment transition separately.Why a fixed mortgage payment can rise during inflationhttps://inflationmoney.com/news/fixed-mortgage-escrow-increase-inflation/Analysishttps://inflationmoney.com/news/fixed-mortgage-escrow-increase-inflation/Thu, 01 Oct 2026 16:00:00 GMTA fixed interest rate does not fix taxes and insurance. Separate escrow shortages, revised bills, and principal-and-interest payments.Mortgage rates near 7% in September: an average is not an offerhttps://inflationmoney.com/news/mortgage-rate-survey-7-percent-september-2026/Report analysishttps://inflationmoney.com/news/mortgage-rate-survey-7-percent-september-2026/Thu, 01 Oct 2026 16:00:00 GMTFreddie Mac’s September 24 snapshot showed a 7.03% 30-year average. Examine points, borrower terms, and the full payment before comparing quotes.Mortgage rate locks before inflation reports: what is being locked?https://inflationmoney.com/news/mortgage-rate-lock-inflation-report-risk/Analysishttps://inflationmoney.com/news/mortgage-rate-lock-inflation-report-risk/Thu, 01 Oct 2026 16:00:00 GMTAn upcoming CPI release can draw attention to mortgage pricing. Review lock deadlines, extension fees, and conditional terms rather than predicting the reaction.Buy now, pay later before holiday shopping: what Fed research showshttps://inflationmoney.com/news/bnpl-holiday-budget-fed-2026-research/Analysishttps://inflationmoney.com/news/bnpl-holiday-budget-fed-2026-research/Thu, 01 Oct 2026 16:00:00 GMTThe Fed’s August publication examines BNPL use with 2025 survey data. Apply the findings carefully to payment stacking and holiday cash flow.A rent renewal can exceed CPI: compare dollars and moving costshttps://inflationmoney.com/news/rent-renewal-increase-inflation-fall-2026/Analysishttps://inflationmoney.com/news/rent-renewal-increase-inflation-fall-2026/Thu, 01 Oct 2026 16:00:00 GMTA lease renewal and a national rent index have different timing. Compare a proposed increase with moving costs, deposits, and the actual alternative.Gas inflation and commuting: calculate the cost per workdayhttps://inflationmoney.com/news/commuting-fuel-cost-inflation-fall-2026/Analysishttps://inflationmoney.com/news/commuting-fuel-cost-inflation-fall-2026/Thu, 01 Oct 2026 16:00:00 GMTTranslate fuel-price pressure into a commuting budget using mileage, vehicle efficiency, workdays, and actual pump prices.Fall health-plan comparisons: a cheaper premium can cost morehttps://inflationmoney.com/news/fall-health-plan-premium-inflation-comparison/Analysishttps://inflationmoney.com/news/fall-health-plan-premium-inflation-comparison/Thu, 01 Oct 2026 16:00:00 GMTAs households review benefit choices, compare annual premiums with deductibles, covered services, networks, and realistic out-of-pocket scenarios.Small-business quotes during inflation: protect the cost comparisonhttps://inflationmoney.com/news/small-business-fixed-quotes-inflation-input-costs/Analysishttps://inflationmoney.com/news/small-business-fixed-quotes-inflation-input-costs/Thu, 01 Oct 2026 16:00:00 GMTA fixed customer quote can meet changing materials and delivery costs. Separate supplier prices, margins, contingency assumptions, and contract terms.Higher savings interest cannot always offset a monthly budget gaphttps://inflationmoney.com/news/savings-interest-vs-monthly-budget-shortfall/Analysishttps://inflationmoney.com/news/savings-interest-vs-monthly-budget-shortfall/Thu, 01 Oct 2026 16:00:00 GMTAfter the September rate decision, compare an account’s extra dollar interest with recurring expense increases instead of judging APY in isolation.Break a CD for a higher rate? Calculate the penalty firsthttps://inflationmoney.com/news/cd-early-withdrawal-higher-rate-break-even/Analysishttps://inflationmoney.com/news/cd-early-withdrawal-higher-rate-break-even/Thu, 01 Oct 2026 16:00:00 GMTNew rate offers can tempt CD holders after a policy move. Compare remaining interest, withdrawal penalties, reinvestment terms, and the same end date.Inflation and emergency cash: stress-test the bills that actually risehttps://inflationmoney.com/news/emergency-reserve-bills-inflation-stress-test/Analysishttps://inflationmoney.com/news/emergency-reserve-bills-inflation-stress-test/Thu, 01 Oct 2026 16:00:00 GMTAn October reserve review should distinguish recurring essentials, seasonal bills, variable debt, and temporary price shocks.Bank bonuses vs. APY: compare the net dollar returnhttps://inflationmoney.com/news/bank-bonus-vs-apy-inflation-comparison/Analysishttps://inflationmoney.com/news/bank-bonus-vs-apy-inflation-comparison/Thu, 01 Oct 2026 16:00:00 GMTA cash bonus can look better than deposit interest during inflation. Include required balances, fees, timing, eligibility, and applicable taxes.Brokered CDs after rate moves: selling can change the principal returnedhttps://inflationmoney.com/news/brokered-cd-sale-rising-rates-2026/Analysishttps://inflationmoney.com/news/brokered-cd-sale-rising-rates-2026/Thu, 01 Oct 2026 16:00:00 GMTA brokered CD’s secondary-market price can differ from its maturity value. Understand market exposure before treating it like a direct bank CD.TIPS breakeven inflation: why it is not a guaranteed CPI forecasthttps://inflationmoney.com/news/tips-breakeven-inflation-expectations-2026/Analysishttps://inflationmoney.com/news/tips-breakeven-inflation-expectations-2026/Thu, 01 Oct 2026 16:00:00 GMTCompare nominal and inflation-linked Treasury yields carefully. Breakevens reflect pricing and other premia, rather than a certain future inflation rate.2027 IRA and 401(k) limits: check the official year before planninghttps://inflationmoney.com/news/ira-401k-limits-2027-official-status-october/Previewhttps://inflationmoney.com/news/ira-401k-limits-2027-official-status-october/Thu, 01 Oct 2026 16:00:00 GMTAs October begins, distinguish published 2026 contribution limits from unannounced 2027 figures and avoid treating inflation forecasts as IRS rules.Inflation after a market loss: why retirement withdrawals get harderhttps://inflationmoney.com/news/retirement-withdrawals-market-loss-inflation-sequence/Analysishttps://inflationmoney.com/news/retirement-withdrawals-market-loss-inflation-sequence/Thu, 01 Oct 2026 16:00:00 GMTA falling portfolio and rising spending need can compound. Model withdrawal dollars and the remaining balance rather than relying on an unchanged percentage.Earnings per share during inflation: separate profit from share counthttps://inflationmoney.com/news/earnings-per-share-inflation-buybacks-comparison/Analysishttps://inflationmoney.com/news/earnings-per-share-inflation-buybacks-comparison/Thu, 01 Oct 2026 16:00:00 GMTAs earnings reports approach, distinguish nominal sales growth, profit margins, and share-count changes before calling a company inflation resistant.International stock returns: currency can change the inflation comparisonhttps://inflationmoney.com/news/international-stock-returns-dollar-inflation-2026/Analysishttps://inflationmoney.com/news/international-stock-returns-dollar-inflation-2026/Thu, 01 Oct 2026 16:00:00 GMTFor dollar-based investors, local market gains and exchange-rate changes combine. Calculate the home-currency return before adjusting for inflation.Bond ETF payouts after rate moves: income is not total returnhttps://inflationmoney.com/news/bond-etf-distributions-price-drop-total-return/Analysishttps://inflationmoney.com/news/bond-etf-distributions-price-drop-total-return/Thu, 01 Oct 2026 16:00:00 GMTA larger distribution can coexist with a lower share price. Compare bond-fund income, price changes, fees, and buying power together.Gold miners vs. bullion: inflation can raise the miner’s costs toohttps://inflationmoney.com/news/gold-mining-stocks-vs-bullion-inflation-costs/Analysishttps://inflationmoney.com/news/gold-mining-stocks-vs-bullion-inflation-costs/Thu, 01 Oct 2026 16:00:00 GMTA gold-price story does not describe a mining company’s full return. Separate metal exposure from energy, wages, financing, and operating risk.Copper and inflation: industrial demand is a separate investment storyhttps://inflationmoney.com/news/copper-electrification-inflation-investment-2026/Analysishttps://inflationmoney.com/news/copper-electrification-inflation-investment-2026/Thu, 01 Oct 2026 16:00:00 GMTUSGS’s 2026 copper summary describes broad industrial uses. Separate electrification demand, supply constraints, and investment-vehicle risks from inflation claims.Bitcoin and inflation: test the hedge claim with real returnshttps://inflationmoney.com/news/bitcoin-inflation-hedge-claims-fall-2026/Analysishttps://inflationmoney.com/news/bitcoin-inflation-hedge-claims-fall-2026/Thu, 01 Oct 2026 16:00:00 GMTA limited-supply narrative is not proof of stable buying power. Compare cryptocurrency performance, volatility, fees, and a matched inflation period.Pokémon auction prices: a record hammer price is not net profithttps://inflationmoney.com/news/pokemon-auction-premiums-net-sale-inflation/Analysishttps://inflationmoney.com/news/pokemon-auction-premiums-net-sale-inflation/Thu, 01 Oct 2026 16:00:00 GMTCompare auction headlines with buyer premiums, seller charges, shipping, original cost, and inflation before calling a card an investment success.Pokémon retail premiums: include the opportunity cost of tied-up cashhttps://inflationmoney.com/news/pokemon-retail-premium-cash-opportunity-cost/Analysishttps://inflationmoney.com/news/pokemon-retail-premium-cash-opportunity-cost/Thu, 01 Oct 2026 16:00:00 GMTWhen scarce products sell above retail, compare resale proceeds, supply policy, financing, and alternative cash uses rather than the premium alone.Why inflation can hurt bond prices even as yields risehttps://inflationmoney.com/news/inflation-bond-prices-september-fed/Analysishttps://inflationmoney.com/news/inflation-bond-prices-september-fed/Thu, 01 Oct 2026 16:00:00 GMTThe September Fed decision puts bond duration in focus. Learn why higher yields can help new buyers while hurting existing fixed-rate holdings.Why TIPS funds can fall during inflationhttps://inflationmoney.com/news/tips-funds-inflation-market-losses/Analysishttps://inflationmoney.com/news/tips-funds-inflation-market-losses/Thu, 01 Oct 2026 16:00:00 GMTInflation-linked principal does not eliminate interest-rate risk. Distinguish individual TIPS held to maturity from a changing fund share price.Treasury bill yields: what remains after tax and inflation?https://inflationmoney.com/news/treasury-bills-after-tax-inflation/Analysishttps://inflationmoney.com/news/treasury-bills-after-tax-inflation/Thu, 01 Oct 2026 16:00:00 GMTAs short-term rates attract attention, compare Treasury bill proceeds with inflation and your own tax treatment rather than the headline yield alone.I bond rate resets: why yesterday’s yield is not permanenthttps://inflationmoney.com/news/i-bond-rate-reset-inflation/Analysishttps://inflationmoney.com/news/i-bond-rate-reset-inflation/Thu, 01 Oct 2026 16:00:00 GMTUnderstand the fixed and inflation components of I bond interest, six-month resets, and why a rate headline does not describe the bond’s entire life.Corporate bonds and inflation: yield is not just interest rateshttps://inflationmoney.com/news/corporate-bonds-inflation-credit-spreads/Analysishttps://inflationmoney.com/news/corporate-bonds-inflation-credit-spreads/Thu, 01 Oct 2026 16:00:00 GMTSeparate Treasury yields, corporate credit spreads, and default risk when interpreting attractive bond income during inflation pressure.Bond funds vs. individual bonds when inflation changes rateshttps://inflationmoney.com/news/bond-funds-vs-individual-bonds-inflation/Analysishttps://inflationmoney.com/news/bond-funds-vs-individual-bonds-inflation/Thu, 01 Oct 2026 16:00:00 GMTCompare maturity cash flows, diversification, market pricing, and reinvestment when deciding how to interpret a bond holding’s performance.How inflation can lower stock valuations without cutting saleshttps://inflationmoney.com/news/inflation-stock-valuations-discount-rates/Analysishttps://inflationmoney.com/news/inflation-stock-valuations-discount-rates/Thu, 01 Oct 2026 16:00:00 GMTFederal Reserve research offers a framework for understanding why higher inflation can weigh on equities even when nominal revenue grows.Inflation and pricing power: rising revenue can hide weak profitshttps://inflationmoney.com/news/inflation-company-pricing-power-profit-margins/Analysishttps://inflationmoney.com/news/inflation-company-pricing-power-profit-margins/Thu, 01 Oct 2026 16:00:00 GMTExamine whether companies can pass higher costs to customers, and why sales growth needs to be read alongside volumes and margins.Do dividend stocks protect income from inflation?https://inflationmoney.com/news/dividend-stocks-inflation-buying-power/Analysishttps://inflationmoney.com/news/dividend-stocks-inflation-buying-power/Thu, 01 Oct 2026 16:00:00 GMTCompare dividend growth with inflation, earnings coverage, taxes, and share-price changes rather than treating a high yield as protection.Growth vs. value stocks: why inflation changes the comparisonhttps://inflationmoney.com/news/growth-vs-value-stocks-inflation/Analysishttps://inflationmoney.com/news/growth-vs-value-stocks-inflation/Thu, 01 Oct 2026 16:00:00 GMTUnderstand timing of expected earnings, valuation, debt costs, and why style labels do not guarantee performance during inflation.REITs and inflation: higher rents meet higher financing costshttps://inflationmoney.com/news/reits-inflation-rents-interest-rates/Analysishttps://inflationmoney.com/news/reits-inflation-rents-interest-rates/Thu, 01 Oct 2026 16:00:00 GMTSeparate property income, lease timing, operating expenses, and financing costs when reading inflation narratives about real-estate securities.Can stocks and bonds fall together during inflation?https://inflationmoney.com/news/60-40-portfolio-inflation-stock-bond-losses/Analysishttps://inflationmoney.com/news/60-40-portfolio-inflation-stock-bond-losses/Thu, 01 Oct 2026 16:00:00 GMTUnderstand why a 60/40 portfolio can lose value when rate and earnings expectations affect both assets at once.Gold’s Q2 2026 report challenges a simple inflation storyhttps://inflationmoney.com/news/gold-q2-2026-demand-inflation/Report analysishttps://inflationmoney.com/news/gold-q2-2026-demand-inflation/Thu, 01 Oct 2026 16:00:00 GMTWorld Gold Council data show central-bank buying and ETF selling in the same quarter. What that means for claims that gold simply follows inflation.Gold ETFs vs. physical gold: inflation is only part of the costhttps://inflationmoney.com/news/gold-etfs-vs-physical-inflation/Analysishttps://inflationmoney.com/news/gold-etfs-vs-physical-inflation/Thu, 01 Oct 2026 16:00:00 GMTCompare physical bullion and gold-linked securities using ownership structure, fees, spreads, storage, and liquidation terms.Silver’s 2026 survey: a deficit is not a guaranteed price risehttps://inflationmoney.com/news/silver-2026-deficit-industrial-demand/Report analysishttps://inflationmoney.com/news/silver-2026-deficit-industrial-demand/Thu, 01 Oct 2026 16:00:00 GMTThe Silver Institute’s April survey separates 2025 results from its 2026 forecast. Explore inventories, industrial demand, and inflation narratives.Gold vs. silver as inflation hedges: compare the exposureshttps://inflationmoney.com/news/gold-vs-silver-inflation-hedge/Analysishttps://inflationmoney.com/news/gold-vs-silver-inflation-hedge/Thu, 01 Oct 2026 16:00:00 GMTCompare industrial demand, transaction costs, volatility, and time horizons instead of assuming two precious metals respond identically to inflation.Palladium in 2026: why auto demand matters alongside inflationhttps://inflationmoney.com/news/palladium-inflation-ev-demand-2026/Analysishttps://inflationmoney.com/news/palladium-inflation-ev-demand-2026/Thu, 01 Oct 2026 16:00:00 GMTExplore palladium’s industrial role, vehicle technology, substitution, recycling, and why a precious-metal label is not an inflation forecast.Platinum: September analysis weighs rate hikes against debasementhttps://inflationmoney.com/news/platinum-debasement-rate-hikes-september-2026/Report analysishttps://inflationmoney.com/news/platinum-debasement-rate-hikes-september-2026/Thu, 01 Oct 2026 16:00:00 GMTWPIC’s September 25 commentary presents competing forces for platinum. Distinguish its industry forecast from guaranteed inflation protection.Pokémon’s 2026 production update: scale is not scarcityhttps://inflationmoney.com/news/pokemon-card-production-2026-scarcity/Report analysishttps://inflationmoney.com/news/pokemon-card-production-2026-scarcity/Thu, 01 Oct 2026 16:00:00 GMTSeparate total card production, availability of one release, and scarcity of a particular graded card before making an inflation-hedge claim.Pokémon reprints: why supply policy matters to investment claimshttps://inflationmoney.com/news/pokemon-reprints-card-investment-inflation/Report analysishttps://inflationmoney.com/news/pokemon-reprints-card-investment-inflation/Thu, 01 Oct 2026 16:00:00 GMTPokémon’s May availability update says affected products will be reprinted. Analyze what additional supply can mean without predicting every card’s price.PSA’s 2026 fee update changes Pokémon grading break-evenhttps://inflationmoney.com/news/pokemon-grading-costs-psa-2026/Report analysishttps://inflationmoney.com/news/pokemon-grading-costs-psa-2026/Thu, 01 Oct 2026 16:00:00 GMTPSA increased selected card-grading prices in February. Calculate whether a grading premium covers fees, shipping, risk, and selling costs.Sealed Pokémon vs. singles: compare real investment costshttps://inflationmoney.com/news/sealed-pokemon-vs-singles-inflation/Analysishttps://inflationmoney.com/news/sealed-pokemon-vs-singles-inflation/Thu, 01 Oct 2026 16:00:00 GMTCompare sealed boxes and individual cards by reprints, condition, authentication, storage, resale demand, and actual net proceeds.Pokémon investment returns: subtract fees before inflationhttps://inflationmoney.com/news/pokemon-card-investment-real-returns-fees/Analysishttps://inflationmoney.com/news/pokemon-card-investment-real-returns-fees/Thu, 01 Oct 2026 16:00:00 GMTCalculate card-investment performance from cash paid and retained sale proceeds, not app valuations or selected record auction prices.Collectibles vs. stocks and bonds: the inflation comparisonhttps://inflationmoney.com/news/collectibles-vs-stocks-bonds-inflation/Analysishttps://inflationmoney.com/news/collectibles-vs-stocks-bonds-inflation/Thu, 01 Oct 2026 16:00:00 GMTCompare Pokémon cards and other collectibles with financial assets using cash flows, liquidity, valuation, concentration, and actual buying power.August 2026 PCE inflation: 3.4% headline, 3.0% corehttps://inflationmoney.com/news/august-2026-pce-inflation-report/News explainedhttps://inflationmoney.com/news/august-2026-pce-inflation-report/Wed, 30 Sep 2026 16:00:00 GMTRead the August 2026 PCE inflation report, with a clear explanation of monthly versus annual figures, core prices, and revised comparisons.Can AI raise inflation? What the Fed’s September warning meanshttps://inflationmoney.com/news/fed-ai-inflation-warning-september-2026/News explainedhttps://inflationmoney.com/news/fed-ai-inflation-warning-september-2026/Wed, 30 Sep 2026 16:00:00 GMTLisa Cook’s September 28 speech explains why AI investment may add near-term price pressure before productivity gains provide relief.September 2026 consumer confidence falls: where inflation fitshttps://inflationmoney.com/news/consumer-confidence-inflation-september-2026/News explainedhttps://inflationmoney.com/news/consumer-confidence-inflation-september-2026/Wed, 30 Sep 2026 16:00:00 GMTConsumer confidence fell to 81.9 in September. Learn what the survey measures and why confidence, inflation, and spending can move differently.August 2026 CPI report: inflation at 3.4%, gasoline riseshttps://inflationmoney.com/news/august-2026-cpi-report/News explainedhttps://inflationmoney.com/news/august-2026-cpi-report/Wed, 30 Sep 2026 16:00:00 GMTAugust CPI rose 0.4% monthly and 3.4% annually. See the gasoline and core figures, what they mean, and the next scheduled release date.September 2026 Fed rate increase: what 25 basis points meanshttps://inflationmoney.com/news/fed-rate-increase-september-2026/News explainedhttps://inflationmoney.com/news/fed-rate-increase-september-2026/Wed, 30 Sep 2026 16:00:00 GMTThe Fed raised its target range to 3.75%–4.00% on September 16. Understand the change and its possible effects on loans and savings.