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Writer's picture Treavor Dodsworth CFP®, CPA, CKA®

#160 - Inflation Perspective


Inflation Perspective

This past Thursday, the U.S. Bureau of Labor Statistics released its monthly inflation report. Almost instantaneously, you could start finding articles listing that inflation is 6.5%. I wanted to add some perspective to this number.


First, a very basic definition of inflation. Inflation is the general increase in the prices of goods and services. For example, look at eggs.


Second, there are a number of different ways to calculate inflation. While many articles use CPI-U - All Urban Consumers, this may or may not be representative of how inflation is impacting you specifically. The information I am presenting is from this website - US Inflation Calculator and is the CPI-U All Urban Consumers.


The main thing I wanted to bring to your attention is how inflation changed in mid-2022. Most of the increase in prices that led to a 6.5% inflation for the year happened in the first half of the year.

As you can see, there was a massive run up in prices at the start of 2021 through mid-2022 but since mid-2022 the price increase has slowed dramatically.


I am not using this information to try and say what the Fed should be doing with rates or trying to predict what the stock market will do but I believe it is worth bringing to your attention for a few reasons.


First, it is obviously fascinating (a little tongue-in-cheek).


Second, if I just read inflation is 6.5% and took it at face value, I would be somewhat alarmed and discouraged. Knowing that the increase in the price of goods in the last six months has been very moderate is encouraging.


Third, I think it helps explain what you may have actually experienced and seen if you track cash flow. It would be tempting to think- "Oh inflation is at 6.5%, this isn't so bad my lifestyle expenses are roughly flat over the last few months." That isn't because inflation of 6.5% isn't "bad" but because over the last six months, according to the CPI-U, the prices really haven't increased dramatically.


To say it another way, while it is accurate to say inflation over the last year is 6.5%. You can also inflation over the last six months is less than 0.5%.


I hope this provides some perspective. We will have to wait and see what the next six months hold.

 
  • One of the main lessons this chart teaches is the dangers of chasing performance.

 

Thank you for reading!


Images from Pexels: photographer Pixabay

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