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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessTD: Delta Likely Held Down Travel-Related Prices To Some Extent
TD thinks the Aug CPI miss will " likely encourage Fed officials to keep viewing recent strength as "largely transitory", though monthly CPI data can be volatile.
- Travel-related prices "were likely held down by fallout from the Delta wave to some extent".
- They saw the stronger outturn for rents vs OER as "at odds with the pattern in recent months" (OER had been running stronger consistent with stronger demand "for the types of homes that are typically owned", such as large homes vs small apartments). The private sector data tracking rents shows more strengthening than the CPI rents data, "but the same data showed more weakening in 2020".
- TD thinks the surge in used vehicle prices has run its course and is set to decline much more.
To read the full story
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Please enter your details below.
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.