InSight

Inflation

Sticky Inflation - Perminent Inflation

Notes on this Chart

What Is This Chart Showing?

  • Y-axis (vertical): This shows the percent change from a year ago—in other words, how much prices have gone up or down compared to 12 months earlier.

  • X-axis (horizontal): This shows the timeline from the last decade.

  • The blue line illustrates the monthly changes in these “sticky prices” compared to a year ago.

  • When the blue line is above the O, inflation is up YoY; when it is below it is down YoY

  • Food and Energy are Volatile and are removed here to isolate all other sources of Inflation.

Base Inflation - Hitting Consumers Now

What Is This Chart Showing?

  • Y-axis (vertical): Shows the monthly percent change in the Consumer Price Index (CPI) — basically, how much prices went up or down in a single month, compared to the previous month.

  • X-axis (horizontal): Tracks time from 2015 to 2025.

  • The blue line shows how prices are changing month to month.

Money Supply - Dollar Devaluation

What Is This Chart Showing?

  • Y-axis (vertical): Shows the percent change in M2 money supply—how much the total amount of money in the economy grew or shrank each quarter.

  • X-axis (horizontal): Covers time from the 1980s to today.

  • The blue line tracks monthly changes in M2, which includes cash, checking deposits, and savings accounts.

  • Shaded gray bars indicate U.S. recessions.

  • “Too much money chasing too few goods” is a classic recipe for inflation. When M2 rises quickly, more money floods the economy, increasing demand—this can push prices up if supply doesn’t keep pace.

PPI - Inflation in the Pipeline (All)

What Is This Chart Showing?

  • Y-axis (vertical): Monthly percent change in the Producer Price Index (PPI) for all commodities.

  • X-axis (horizontal): Tracks from 2015 through 2025.

  • The blue line shows how much prices producers are receiving for goods have changed month-to-month.

  • This is Inflation that is going to impact consumers in 2-3 months

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