8 Dec 2025 5:51 pm
https://xcancel.com/Kalshi/status/1998062743018930646#m
JUST IN: Bureau of Labor Statistics won’t publish October PPI inflation report
Is U.S. inflation really 3%? I don’t buy it.
Look at the categories people actually spend on:
•Auto insurance: +15–25% YoY
•Home insurance: +20–40% in many states
•Restaurant prices: +5–10% YoY
•Groceries: key items like beef, cereal, eggs still +5–15%
•Rent for new leases: +5–8%
•Car repair costs: +10–20%
•Utilities: +4–8%
If you weight these categories by real household spending, “felt inflation” is closer to 5–6%, not 3%. Price stickiness + insurance resets + services wages make MoM inflation feel like 0.4–0.5%, or ~5–6% annualized