Here Is The Heatmap From Today's "Eye-Popping" CPI Report

zerohedge2021-05-12

As BOfA economist Alexander Lin writes, the "eye-popping" April CPI report was a "massive surprise" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

136

Report

Comment（47）

SP1980
·2021-05-13
Hi
Reply
Like
Report
WEIJIETAN
·2021-05-13
hi
Reply
Like
Report
VSkemama
·2021-05-13
Pls ? like and share will return
Reply
2
Report
Fold Replies
- DBZ:
  Yes
  2021-05-13
  Reply
  Report
Venture118f
·2021-05-13
Corrections begin [Miser]
Reply
1
Report
Fold Replies
- FFX:
  [喷血]
  2021-05-13
  Reply
  Report
jim83
·2021-05-13
Well said
Reply
1
Report
CuriousPhD
·2021-05-13
Like and comment please
Reply
2
Report
Fold Replies
- jim83:
  like n nice
  2021-05-13
  Reply
  Report
aozora
·2021-05-13
Comment please, thanks
Reply
3
Report
Fold Replies
- J288:
  ok
  2021-05-13
  Reply
  Report
- Tigaa:
  done
  2021-05-13
  Reply
  Report
bizmummy
·2021-05-13
Can't ignore the threat of inflation
Reply
2
Report
Alvin1975
·2021-05-13
Pls like n comment
Reply
2
Report
Fold Replies
- BruceInvests:
  Like & comment back pls, thanks
  2021-05-13
  Reply
  Report
moneymaker1
·2021-05-13
Comment and like thanks!
Reply
6
Report
Fold Replies
- moneymaker1:
  thanks!
  2021-05-14
  Reply
  Report
- moneymaker1:
  thanks!
  2021-05-14
  Reply
  Report
- moneymaker1:
  thanks!
  2021-05-13
  Reply
  Report
View more 2 comments
pet
·2021-05-13
Not good
Reply
2
Report
小木路过
·2021-05-13
??????
Reply
4
Report
Fold Replies
- Kanyon:
  Ok
  2021-05-13
  Reply
  Report
SekharS
·2021-05-13
Interest rate may increase to ease the inflation
Reply
2
Report
Shadowrider
·2021-05-13
Nice
Reply
Like
Report
BigMac8885
·2021-05-13
Pls like and comment!
Reply
3
Report
Fold Replies
- White CatReplying toBigMac8885:
  tt
  2021-05-13
  Reply
  Report
- BigMac8885:
  [Smile]
  2021-05-13
  Reply
  Report
- BigMac8885:
  ThaNks
  2021-05-13
  Reply
  Report
View more 2 comments
1nu
·2021-05-13
help me like and comment :)
Reply
4
Report
Fold Replies
- White Cat:
  Please like and comment
  2021-05-13
  Reply
  Report
- banchin:
  Done. Please give me comments and like
  2021-05-13
  Reply
  Report
- BigMac8885:
  Nice
  2021-05-13
  Reply
  Report
hwhw123
·2021-05-13
Time to raise interest rates. Finally good news for savers
Reply
4
Report
Fold Replies
- hwhw123:
  good morning
  2021-05-13
  Reply
  Report
- 虎火:
  Think interest rate won’t raise
  2021-05-13
  Reply
  Report
- Lucky03:
  yes
  2021-05-13
  Reply
  Report
AngelaChan
·2021-05-13
Time to collect?
Reply
4
Report
Fold Replies
- 林癸源:
  [举爪] [举爪] [举爪]
  2021-05-13
  Reply
  Report
- AngelaChan:
  what to buy?
  2021-05-13
  Reply
  Report
ML808
·2021-05-13
Stock market crashing?
Reply
2
Report
Fold Replies
- Yasmine:
  comment
  2021-05-13
  Reply
  Report
- liangwee888:
  ya
  2021-05-13
  Reply
  Report
Singlish
·2021-05-13
Like
Reply
1
Report
Fold Replies
- Singlish:
  Learning
  2021-05-13
  Reply
  Report
- PiggyBubbles:
  Ok
  2021-05-13
  Reply
  Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1170539751?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-05-12 23:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1170539751","market":"us","top_or_hot":-1,"title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","media":"zerohedge","content":"<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Source Link</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".IXIC","symbol_name":"NASDAQ Composite","start_time":0,"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","article_id":"1170539751","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","pubTimestamp":1620833723,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","collect":0,"end_time":0,"defaultTopTitle":"zerohedge.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"translate_title":"这是今天“令人瞠目结舌”的CPI报告的热图","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9},"content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":191114598,"gmtCreate":1620863944214,"gmtModify":1704349408978,"author":{"id":"3573379860144244","authorId":"3573379860144244","name":"SP1980","avatar":"https://static.tigerbbs.com/101a00da82e124351de89d6d885f76b9","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3573379860144244","idStr":"3573379860144244"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191114598","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":191135263,"gmtCreate":1620863357952,"gmtModify":1704349394672,"author":{"id":"3582626278346784","authorId":"3582626278346784","name":"WEIJIETAN","avatar":"https://static.tigerbbs.com/2483f895629fed2cdd03f50eb30f18f2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3582626278346784","idStr":"3582626278346784"},"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191135263","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":191102294,"gmtCreate":1620861826018,"gmtModify":1704349364559,"author":{"id":"3581645176053205","authorId":"3581645176053205","name":"VSkemama","avatar":"https://static.tigerbbs.com/152a99fdc4377699d227035746bb7293","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581645176053205","idStr":"3581645176053205"},"htmlText":"Pls ? like and share will return","listText":"Pls ? like and share will return","text":"Pls ? like and share will return","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191102294","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306965,"gmtCreate":1620862187331,"gmtModify":1680788397838,"authorId":3571813255314396,"author":{"id":3571813255314396,"idStr":"3571813255314396","authorId":3571813255314396,"name":"DBZ","avatar":"https://static.tigerbbs.com/6cc1c00370fa6d97abe69cd184ca6b6e","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191102294,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"}],"langContent":"EN"},{"id":191377720,"gmtCreate":1620861461360,"gmtModify":1704349354858,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"htmlText":"Corrections begin [Miser]&nbsp;","listText":"Corrections begin [Miser]&nbsp;","text":"Corrections begin [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191377720","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306896,"gmtCreate":1620861822868,"gmtModify":1680788394915,"authorId":3576060582803676,"author":{"id":3576060582803676,"idStr":"3576060582803676","authorId":3576060582803676,"name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","vip":1,"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191377720,"type":1,"supId":0,"prevId":0,"content":"[喷血]","text":"[喷血]","html":"[喷血]"}],"langContent":"EN"},{"id":191375731,"gmtCreate":1620861321123,"gmtModify":1704349351795,"author":{"id":"3579767039150345","authorId":"3579767039150345","name":"jim83","avatar":"https://static.tigerbbs.com/ca8cbdd681b4f0a6f22dde46c1a332a4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3579767039150345","idStr":"3579767039150345"},"htmlText":"Well said","listText":"Well said","text":"Well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191375731","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":191347488,"gmtCreate":1620860867144,"gmtModify":1704349340965,"author":{"id":"3581629167637532","authorId":"3581629167637532","name":"CuriousPhD","avatar":"https://static.tigerbbs.com/6f2eb06a7bbc1da3f700038e46d4e807","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3581629167637532","idStr":"3581629167637532"},"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191347488","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306788,"gmtCreate":1620861312079,"gmtModify":1680788387716,"authorId":3579767039150345,"author":{"id":3579767039150345,"idStr":"3579767039150345","authorId":3579767039150345,"name":"jim83","avatar":"https://static.tigerbbs.com/ca8cbdd681b4f0a6f22dde46c1a332a4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191347488,"type":1,"supId":0,"prevId":0,"content":"like n <u>nice</u>","text":"like n <u>nice</u>","html":"like n <u>nice</u>"}],"langContent":"EN"},{"id":191342166,"gmtCreate":1620860616455,"gmtModify":1704349335630,"author":{"id":"3562713646670910","authorId":"3562713646670910","name":"aozora","avatar":"https://static.tigerbbs.com/2d3299fd75dc0e0c74372c8cf9c8adcc","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3562713646670910","idStr":"3562713646670910"},"htmlText":"Comment please, thanks","listText":"Comment please, thanks","text":"Comment please, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/191342166","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306671,"gmtCreate":1620860715564,"gmtModify":1680788393716,"authorId":3581761980405366,"author":{"id":3581761980405366,"idStr":"3581761980405366","authorId":3581761980405366,"name":"J288","avatar":"https://static.tigerbbs.com/f139ffb0e1f3cec014732c0986adcded","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191342166,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":4306674,"gmtCreate":1620860723084,"gmtModify":1680788389720,"authorId":3581628714216264,"author":{"id":3581628714216264,"idStr":"3581628714216264","authorId":3581628714216264,"name":"Tigaa","avatar":"https://static.tigerbbs.com/511cd46dca932fd5c090897fbe554dc9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191342166,"type":1,"supId":0,"prevId":0,"content":"<u>done</u>","text":"<u>done</u>","html":"<u>done</u>"}],"langContent":"EN"},{"id":191346827,"gmtCreate":1620860543069,"gmtModify":1704349334501,"author":{"id":"3581497682222316","authorId":"3581497682222316","name":"bizmummy","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581497682222316","idStr":"3581497682222316"},"htmlText":"Can't ignore the threat of inflation&nbsp;","listText":"Can't ignore the threat of inflation&nbsp;","text":"Can't ignore the threat of inflation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191346827","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":191340448,"gmtCreate":1620860024184,"gmtModify":1704349328670,"author":{"id":"3573788625955643","authorId":"3573788625955643","name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3573788625955643","idStr":"3573788625955643"},"htmlText":"Pls like n comment","listText":"Pls like n comment","text":"Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191340448","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306667,"gmtCreate":1620860693663,"gmtModify":1680788391521,"authorId":3561411454660142,"author":{"id":3561411454660142,"idStr":"3561411454660142","authorId":3561411454660142,"name":"BruceInvests","avatar":"https://static.tigerbbs.com/10405fa513601c345286a388991d53d8","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191340448,"type":1,"supId":0,"prevId":0,"content":"Like &amp; comment back pls, thanks","text":"Like &amp; comment back pls, thanks","html":"Like &amp; comment back pls, thanks"}],"langContent":"EN"},{"id":191350080,"gmtCreate":1620858713840,"gmtModify":1704349315194,"author":{"id":"3579776933147795","authorId":"3579776933147795","name":"moneymaker1","avatar":"https://static.tigerbbs.com/41f8d20b96172e32c5470b98d70479a4","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3579776933147795","idStr":"3579776933147795"},"htmlText":"Comment and like thanks!","listText":"Comment and like thanks!","text":"Comment and like thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/191350080","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4325824,"gmtCreate":1620986039416,"gmtModify":1680788740180,"authorId":3579776933147795,"author":{"id":3579776933147795,"idStr":"3579776933147795","authorId":3579776933147795,"name":"moneymaker1","avatar":"https://static.tigerbbs.com/41f8d20b96172e32c5470b98d70479a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191350080,"type":1,"supId":4306525,"prevId":0,"content":"thanks!","text":"thanks!","html":"thanks!"},{"id":4325823,"gmtCreate":1620986032777,"gmtModify":1680788739119,"authorId":3579776933147795,"author":{"id":3579776933147795,"idStr":"3579776933147795","authorId":3579776933147795,"name":"moneymaker1","avatar":"https://static.tigerbbs.com/41f8d20b96172e32c5470b98d70479a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191350080,"type":1,"supId":4306526,"prevId":0,"content":"thanks!","text":"thanks!","html":"thanks!"},{"id":4308109,"gmtCreate":1620867276349,"gmtModify":1680788415523,"authorId":3579776933147795,"author":{"id":3579776933147795,"idStr":"3579776933147795","authorId":3579776933147795,"name":"moneymaker1","avatar":"https://static.tigerbbs.com/41f8d20b96172e32c5470b98d70479a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191350080,"type":1,"supId":4306526,"prevId":0,"content":"thanks!","text":"thanks!","html":"thanks!"},{"id":4308112,"gmtCreate":1620867283771,"gmtModify":1680788414289,"authorId":3579776933147795,"author":{"id":3579776933147795,"idStr":"3579776933147795","authorId":3579776933147795,"name":"moneymaker1","avatar":"https://static.tigerbbs.com/41f8d20b96172e32c5470b98d70479a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191350080,"type":1,"supId":4306525,"prevId":0,"content":"thanks!","text":"thanks!","html":"thanks!"},{"id":4306525,"gmtCreate":1620859737222,"gmtModify":1680788390126,"authorId":3576530038344823,"author":{"id":3576530038344823,"idStr":"3576530038344823","authorId":3576530038344823,"name":"lingling19","avatar":"https://static.tigerbbs.com/b420073cd5b25c775f94911987dfbd89","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191350080,"type":1,"supId":0,"prevId":0,"content":"Please like too.","text":"Please like too.","html":"Please like too."}],"langContent":"EN"},{"id":191322899,"gmtCreate":1620858245311,"gmtModify":1704349309844,"author":{"id":"3574914454410809","authorId":"3574914454410809","name":"pet","avatar":"https://static.tigerbbs.com/d8bb8cf9a25355b93399ce59a269665b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3574914454410809","idStr":"3574914454410809"},"htmlText":"Not good","listText":"Not good","text":"Not good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191322899","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":191328269,"gmtCreate":1620858085851,"gmtModify":1704349307416,"author":{"id":"3582195012123322","authorId":"3582195012123322","name":"小木路过","avatar":"https://static.tigerbbs.com/feb39a0c87eb41a1cb663d0b84066c31","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3582195012123322","idStr":"3582195012123322"},"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191328269","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306406,"gmtCreate":1620858251988,"gmtModify":1680788392519,"authorId":3567979712068924,"author":{"id":3567979712068924,"idStr":"3567979712068924","authorId":3567979712068924,"name":"Kanyon","avatar":"https://static.tigerbbs.com/5b4865bae805415342780f86469a2ba7","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191328269,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":191328691,"gmtCreate":1620858079613,"gmtModify":1704349307093,"author":{"id":"3577756382310448","authorId":"3577756382310448","name":"SekharS","avatar":"https://static.tigerbbs.com/a3cf060bea92d562b2f8dab5564af02f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577756382310448","idStr":"3577756382310448"},"htmlText":"Interest rate may increase to ease the inflation&nbsp;","listText":"Interest rate may increase to ease the inflation&nbsp;","text":"Interest rate may increase to ease the inflation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191328691","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":191321336,"gmtCreate":1620857921825,"gmtModify":1704349304995,"author":{"id":"3582060513966213","authorId":"3582060513966213","name":"Shadowrider","avatar":"https://static.tigerbbs.com/5a097dc665f46a3e5b535d2fd63e682b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3582060513966213","idStr":"3582060513966213"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191321336","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":191367963,"gmtCreate":1620857334552,"gmtModify":1704349299279,"author":{"id":"3579506230138289","authorId":"3579506230138289","name":"BigMac8885","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3579506230138289","idStr":"3579506230138289"},"htmlText":"Pls like and comment!","listText":"Pls like and comment!","text":"Pls like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/191367963","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4313628,"gmtCreate":1620900862240,"gmtModify":1680788521831,"authorId":3575343781681994,"author":{"id":3575343781681994,"idStr":"3575343781681994","authorId":3575343781681994,"name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3579506230138289,"repliedAuthor":{"id":3579506230138289,"idStr":"3579506230138289","authorId":3579506230138289,"name":"BigMac8885","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":191367963,"type":1,"supId":4306434,"prevId":4309270,"content":"<u>tt</u>","text":"<u>tt</u>","html":"<u>tt</u>"},{"id":4309289,"gmtCreate":1620872025171,"gmtModify":1680788439371,"authorId":3579506230138289,"author":{"id":3579506230138289,"idStr":"3579506230138289","authorId":3579506230138289,"name":"BigMac8885","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191367963,"type":1,"supId":4306348,"prevId":0,"content":"[Smile]","text":"[Smile]","html":"[Smile]"},{"id":4309270,"gmtCreate":1620871969559,"gmtModify":1680788437478,"authorId":3579506230138289,"author":{"id":3579506230138289,"idStr":"3579506230138289","authorId":3579506230138289,"name":"BigMac8885","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191367963,"type":1,"supId":4306434,"prevId":0,"content":"ThaNks","text":"ThaNks","html":"ThaNks"},{"id":4306434,"gmtCreate":1620858623207,"gmtModify":1680788389190,"authorId":3575343781681994,"author":{"id":3575343781681994,"idStr":"3575343781681994","authorId":3575343781681994,"name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191367963,"type":1,"supId":0,"prevId":0,"content":"Please like and comment<br>","text":"Please like and comment<br>","html":"Please like and comment<br>"},{"id":4306348,"gmtCreate":1620857603274,"gmtModify":1680788386148,"authorId":3582094096863586,"author":{"id":3582094096863586,"idStr":"3582094096863586","authorId":3582094096863586,"name":"虎火","avatar":"https://static.tigerbbs.com/4b734860697327b010a0f1b09fedad7e","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.16","exceedPercentage":"93.21%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191367963,"type":1,"supId":0,"prevId":0,"content":"please reply and like back","text":"please reply and like back","html":"please reply and like back"}],"langContent":"EN"},{"id":191365237,"gmtCreate":1620857184729,"gmtModify":1704349297502,"author":{"id":"3577610430427001","authorId":"3577610430427001","name":"1nu","avatar":"https://static.tigerbbs.com/15789a74f3eb14371af59c44a8f71041","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577610430427001","idStr":"3577610430427001"},"htmlText":"help me like and comment :)","listText":"help me like and comment :)","text":"help me like and comment :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/191365237","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306431,"gmtCreate":1620858616910,"gmtModify":1680788389304,"authorId":3575343781681994,"author":{"id":3575343781681994,"idStr":"3575343781681994","authorId":3575343781681994,"name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191365237,"type":1,"supId":0,"prevId":0,"content":"Please like and comment<br>","text":"Please like and comment<br>","html":"Please like and comment<br>"},{"id":4306352,"gmtCreate":1620857639799,"gmtModify":1680788386456,"authorId":3582063342503280,"author":{"id":3582063342503280,"idStr":"3582063342503280","authorId":3582063342503280,"name":"banchin","avatar":"https://static.tigerbbs.com/5c4c72eded6f6ba8a8c66bbf3cd0e90c","vip":1,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-2","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 30%","bigImgUrl":"https://community-static.tradeup.com/news/50461c8139b6ca50fe2dae19aa769b25","smallImgUrl":"https://community-static.tradeup.com/news/c8eef504853d5a517c50d7a88fa5c1e1","grayImgUrl":"https://community-static.tradeup.com/news/5273727845028b8d9b65556bdcb217b9","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191365237,"type":1,"supId":0,"prevId":0,"content":"Done. Please give me comments and like","text":"Done. Please give me comments and like","html":"Done. Please give me comments and like"},{"id":4306310,"gmtCreate":1620857327976,"gmtModify":1680788386093,"authorId":3579506230138289,"author":{"id":3579506230138289,"idStr":"3579506230138289","authorId":3579506230138289,"name":"BigMac8885","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191365237,"type":1,"supId":0,"prevId":0,"content":"Nice","text":"Nice","html":"Nice"}],"langContent":"EN"},{"id":191361368,"gmtCreate":1620856500754,"gmtModify":1704349291183,"author":{"id":"3578710390898389","authorId":"3578710390898389","name":"hwhw123","avatar":"https://static.tigerbbs.com/d8403e7374bdcb179a82aff3b6d9338e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3578710390898389","idStr":"3578710390898389"},"htmlText":"Time to raise interest rates. Finally good news for savers","listText":"Time to raise interest rates. Finally good news for savers","text":"Time to raise interest rates. Finally good news for savers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/191361368","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4307164,"gmtCreate":1620863207080,"gmtModify":1680788396296,"authorId":3578710390898389,"author":{"id":3578710390898389,"idStr":"3578710390898389","authorId":3578710390898389,"name":"hwhw123","avatar":"https://static.tigerbbs.com/d8403e7374bdcb179a82aff3b6d9338e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191361368,"type":1,"supId":4306356,"prevId":0,"content":"good <u>morning</u>","text":"good <u>morning</u>","html":"good <u>morning</u>"},{"id":4306356,"gmtCreate":1620857661032,"gmtModify":1680788386824,"authorId":3582094096863586,"author":{"id":3582094096863586,"idStr":"3582094096863586","authorId":3582094096863586,"name":"虎火","avatar":"https://static.tigerbbs.com/4b734860697327b010a0f1b09fedad7e","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.16","exceedPercentage":"93.21%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191361368,"type":1,"supId":0,"prevId":0,"content":"Think interest rate won’t raise","text":"Think interest rate won’t raise","html":"Think interest rate won’t raise"},{"id":4306291,"gmtCreate":1620857155129,"gmtModify":1680788385106,"authorId":3575593817551674,"author":{"id":3575593817551674,"idStr":"3575593817551674","authorId":3575593817551674,"name":"Lucky03","avatar":"https://static.tigerbbs.com/759e5ab6a4a94b481569511ac2bfe116","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191361368,"type":1,"supId":0,"prevId":0,"content":"<u>yes</u>","text":"<u>yes</u>","html":"<u>yes</u>"}],"langContent":"EN"},{"id":191387565,"gmtCreate":1620855870357,"gmtModify":1704349286491,"author":{"id":"3581927959461394","authorId":"3581927959461394","name":"AngelaChan","avatar":"https://static.tigerbbs.com/89cd9fc4748e9cc19bd2df211f8ced9c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581927959461394","idStr":"3581927959461394"},"htmlText":"Time to collect?","listText":"Time to collect?","text":"Time to collect?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/191387565","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306623,"gmtCreate":1620860473096,"gmtModify":1680788391583,"authorId":3581608528633395,"author":{"id":3581608528633395,"idStr":"3581608528633395","authorId":3581608528633395,"name":"林癸源","avatar":"https://community-static.tradeup.com/news/64ab6cd5db62119f730277b3a65da70c","vip":1,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191387565,"type":1,"supId":0,"prevId":0,"content":"[举爪] [举爪] [举爪]","text":"[举爪] [举爪] [举爪]","html":"[举爪] [举爪] [举爪]"},{"id":4306209,"gmtCreate":1620855883475,"gmtModify":1680788379403,"authorId":3581927959461394,"author":{"id":3581927959461394,"idStr":"3581927959461394","authorId":3581927959461394,"name":"AngelaChan","avatar":"https://static.tigerbbs.com/89cd9fc4748e9cc19bd2df211f8ced9c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191387565,"type":1,"supId":0,"prevId":0,"content":"what to buy?","text":"what to buy?","html":"what to buy?"}],"langContent":"EN"},{"id":191382575,"gmtCreate":1620855397297,"gmtModify":1704349281313,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3582359360248748","idStr":"3582359360248748"},"htmlText":"Stock market&nbsp; crashing?","listText":"Stock market&nbsp; crashing?","text":"Stock market crashing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/191382575","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306239,"gmtCreate":1620856264876,"gmtModify":1680788383388,"authorId":3561068447430372,"author":{"id":3561068447430372,"idStr":"3561068447430372","authorId":3561068447430372,"name":"Yasmine","avatar":"https://static.tigerbbs.com/71c13e4946ddfd57b4dd685297e6facc","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191382575,"type":1,"supId":4306237,"prevId":0,"content":"comment","text":"comment","html":"comment"},{"id":4306237,"gmtCreate":1620856249605,"gmtModify":1680788377384,"authorId":3554799941327384,"author":{"id":3554799941327384,"idStr":"3554799941327384","authorId":3554799941327384,"name":"liangwee888","avatar":"https://static.tigerbbs.com/5b494f711d74543d0aebd4ba8cd2e434","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191382575,"type":1,"supId":0,"prevId":0,"content":"ya","text":"ya","html":"ya"}],"langContent":"EN"},{"id":191383166,"gmtCreate":1620854471455,"gmtModify":1704349275126,"author":{"id":"3581682705103576","authorId":"3581682705103576","name":"Singlish","avatar":"https://static.tigerbbs.com/5543d796a986077e2fa4a07d4fb4d478","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3581682705103576","idStr":"3581682705103576"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/191383166","repostId":1170539751,"repostType":4,"repost":{"id":"1170539751","kind":"news","pubTimestamp":1620833723,"share":"https://ttm.financial/m/news/1170539751?lang=&edition=fundamental","pubTime":"2021-05-12 23:35","market":"us","language":"en","title":"Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170539751","media":"zerohedge","summary":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" ","content":"<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).</p><p>However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven by<b>goods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"</b></p><ul><li>First on&nbsp; shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.</li><li>Household furnishings &amp; supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education &amp; communication (+3.1%).</li><li>Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.</li><li>In transportation services, airline fares leapt 10.2% mom and car &amp; truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.</li><li>The gains in lodging and airfares were both record highs,<b>but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.</b></li><li>In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.</li><li>Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.</li></ul><p>Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase and<b>nine times the increase in owners' rent. \"</b>The old CPI included house prices. Inserting house prices in place of non-market owner rents,<b>reported inflation would have been twice the 4.2% gain</b>.\"</p><p>Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.</p><p>A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...</p><p><img src=\"https://static.tigerbbs.com/ae18376e78b4cca392db3a4a3ac3e393\" tg-width=\"1132\" tg-height=\"684\" referrerpolicy=\"no-referrer\">... and then the YoY CPI print which is less relevant due to the collapse last March.</p><p><img src=\"https://static.tigerbbs.com/63fb5677bd66ef2a9464cd05c551b8b7\" tg-width=\"1139\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p><p>So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"<i>the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The Heatmap From Today's \"Eye-Popping\" CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Is The Heatmap From Today's \"Eye-Popping\" CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/here-heatmap-todays-eye-popping-cpi-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170539751","content_text":"As BOfA economist Alexander Lin writes, the \"eye-popping\" April CPI report was a \"massive surprise\" as core CPI strongly rose 0.9% (0.92% unrounded) sequentially, which was the largest gain since 1981 and blew away consensus forecasts of 0.3% (for a full range of shocked reactions from traders and strategistssee this).However, in some potentially mitigating details, BofA reveals that near-term inflation pressures were driven bygoods shortages and the reopening \"and that was certainly the case this month as these two themes accounted for at least 70bp of the rise in core.\"First on  shortages, auto prices jumped 4.3% mom with particular strength in used cars, which posted a record increase of 10.0% mom. Despite this historic increase, there is likely further upside in the pipeline with Manheim wholesale used cars rising another 8.2% in April, which builds on the 11% increase from Jan through March.Household furnishings & supplies also jumped 0.9% mom, with strength in other goods like recreation (+1.2%) and education & communication (+3.1%).Related to the reopening, lodging away from home rose 7.6% mom and transportation services jumped 2.9%.In transportation services, airline fares leapt 10.2% mom and car & truck rental leasing surged 16.2% mom, which follows an already impressive 11.7% gain in March.The gains in lodging and airfares were both record highs,but prices remain 17.7% and 4.9% lower than pre-pandemic levels which means scope for further significant price increases in coming months.In leasing, rental car companies have been impacted by the production cuts in the auto sector as well, which has forced them to build back their fleets with used cars as travel recovers.Motor vehicle insurance prices also rose 2.5% mom, which could reflect more people getting back on the roads.Meanwhile, Lin argues that more persistent sources of inflation were tamer. Rents and OER both came in at 0.2% mom, which while in line with the recent trend, is about to change as we discussed in \"And Now Rents Are Soaring Too.\" Furthermore, as Joseph Carson notes, housing prices are up 18% in the past 12 months, a record increase andnine times the increase in owners' rent. \"The old CPI included house prices. Inserting house prices in place of non-market owner rents,reported inflation would have been twice the 4.2% gain.\"Meanwhile, medical care inflation was flat as the boost from stimulus around the turn of the year faded. Within healthcare, insurance was a big drag, contracting 1.0% mom. Professional services also inched down -0.2% mom, while hospital rose 0.3% mom.A visual summary of the data looks like this, first on a M/M basis, where the base effect has no impact as it is sequential...... and then the YoY CPI print which is less relevant due to the collapse last March.So with inflation soaring, will anything change and will the Fed be forced to tighten sooner? According to BofA, not at all: \"the Fed is likely to continue to reiterate the message of transitory one-off price increases versus more persistent inflation, with this report a shining example of these dynamics. However, a key question going forward is whether this transitory strength will ultimately feed into the latter. This would be accomplished through rising long term inflation expectations—keep an eye out on survey- and market-based measures.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4306113,"gmtCreate":1620854499468,"gmtModify":1680788385459,"authorId":3581682705103576,"author":{"id":3581682705103576,"idStr":"3581682705103576","authorId":3581682705103576,"name":"Singlish","avatar":"https://static.tigerbbs.com/5543d796a986077e2fa4a07d4fb4d478","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191383166,"type":1,"supId":0,"prevId":0,"content":"Learning","text":"Learning","html":"Learning"},{"id":4306132,"gmtCreate":1620854739319,"gmtModify":1680788380910,"authorId":3582590497464602,"author":{"id":3582590497464602,"idStr":"3582590497464602","authorId":3582590497464602,"name":"PiggyBubbles","avatar":"https://static.tigerbbs.com/48614a3ff47f0d846b59de22e49151a3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":191383166,"type":1,"supId":4306113,"prevId":0,"content":"<u>Ok</u>","text":"<u>Ok</u>","html":"<u>Ok</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":136,"commentSize":47,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}