CPI and inflation
The Consumer Price Index, published each month by the US Bureau of Labor Statistics, measures how the prices consumers pay change. Insights on each release, how stocks moved on it, and claims about inflation checked against the data.
US stocks CPI shock: SPY posts -0.4%!SPY returned -0.4% on the November 10, 2026 CPI release day. Sector results were mixed, and the earlier weeks tell a different story.
Shock claim! Trump says no inflation, prices rose 3.0%Trump said there is virtually no inflation, but consumer prices were 3.0% higher in the year to September 2025. Some of his numbers check out; others cannot be graded.
Trump's inflation shock! He says 4.2%, data says 3.5%Trump said he loves inflation at 4.2%. The price data we checked shows 3.5% over the past year. He also put oil at 85. The reading was 94. Two checkable numbers, two misses.