Published Sep 11, 2026, 2:25 PM ET · Updated 2 months ago · 1 source

Core inflation is driven by oil prices, supporting a disinflation thesis

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Original Report

The speaker believes that current 'core inflation' is primarily a result of oil, diesel, and gas price passthrough, not runaway hyperinflation, and maintains a disinflation thesis, expecting potentially fewer than three rate hikes despite market pricing for three by April 28, 2027.