Welcome to the latest edition of our Arbor Data Science Podcast. I am Kristen Radosh with Arbor Research & Trading. I am joined by Sam Rines, Macro Strategist at WisdomTree and a frequent contributor to Arbor Data Science. Today, Sam provides an update on the current state of the SPR and his reaction to this week’s CPI print.
Chapters
00:00 – Intro & Podcast Welcome
00:25 – U.S. Strategic Petroleum Reserve (SPR) Update
02:04 – International Oil Reserves & Global Outlook
02:58 – CPI Print & Energy Costs Breakdown
03:50 – Core Inflation Drivers & Offsets
05:35 – U.S. Rent & Housing Indicators
06:22 – Owner’s Equivalent Rent (OER) by Region
08:22 – Beyond Core Inflation: Supercores & Consumers
09:44 – Upcoming Fed Meeting Preview
10:20 – Outro & Contact Information
Mentioned Charts:
