CH Investment & Economic Strategy Lunch 2023

The nub of the inflation problem is now service sector prices (US)

CONTRIBUTION TO US CPI INFLATION

0 1 2 3 4 5 6 7 8 9

0 1 2 3 4 5 6 7 8 9

SERVICES GOODS

HEADLINE CPI

-3 -2 -1

-3 -2 -1

00 02 04 06 08 10 12 14 16 18 20 22 24

1

Sources: BLS, NBER

19

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