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Government Headlines
CPI
+3.1%
Dec: +3.4%
Nov: +3.1%
Oct: +3.2%
Real Return
+2.4%
Dec: +2.1%
Nov: +2.4%
Oct: +2.3%
GDP
+0.83% | +3.3% YoY
2023 Q3: +1.2%
2023 Q2: +0.53%
2023 Q1: +0.55%
$ SUPPLY
+0.48% MoM
Nov: $20.76T | +0.19%
Oct: $20.72T | -0.14%
Sep: $20.75T | -0.34%


GOVflation Headlines
CPI
+10.9%
Dec: +11.19%
Nov: +10.96%
Oct: +11.07%
Real Return
-5.4%
Dec: -5.69%
Nov: -5.46%
Oct: -5.57%
GDP
-0.31% | -1.24% YoY
2023 Q3: -0.35%
2023 Q2: -0.21%
2023 Q1: -0.60%
$ SUPPLY
+0.78% MoM
Nov: 32.65% | +0.67%
Oct: 31.98% | +0.05%
Sep: 31.93% | +0.06%
*CPI based on BLS COGI designed to measure the cost of maintaining a constant standard of living.
*Real Rate of Return is the largest UST % APY minus Govflation CPI.
*GDP based on real GDP change QoQ, adjusted for distortions in CPI that create upside bias to official reporting.
*US Money Supply relative to Pre-Pandemic (Feb 2020) liquidity levels.
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