US inflation is red hot.
1. CPI Inflation: 3.8%, highest since May 2023
2. PCE Inflation: 3.8%, highest since May 2023
3. PPI Inflation: 6.0%, highest since March 2023
4. Services Inflation: 3.4%, highest since Sept 2025
5. Shelter Inflation: 3.3%, highest since Sept 2025
6. Energy Inflation: 17.9%, highest since Sept 2022
7. Gasoline Inflation: 28.4%, highest since June 2022
Inflation is reaccelerating across nearly every major category of the US economy.
Are you positioned accordingly?