Inflation rates for various categories have shown significant changes. Durable goods experienced a year-over-year (YoY) decrease of 1.2% in February 2025, remaining unchanged from January’s -1.2% YoY. Commodities, excluding food and energy, saw a slight improvement, moving from -0.1% YoY in January to -0.0% YoY in February. Shelter costs, as reported in the CPI, decreased to 4.2% YoY in February from 4.4% in January. Meanwhile, housing costs according to the PCE report dropped to 4.5% YoY in January from 4.7% in December. These statistics highlight the fluctuating nature of inflation across different sectors.
Grit Capital
@Grit_Capital
·
5h Shelter inflation is up 4.247% YoY. The lowest since Dec 2021
Rent inflation is up 4.09% YoY. The lowest since Jan 2022
Eric Basmajian
@EPBResearch
·
5h Shelter is adding about 0.6% to both headline and core CPI.Down from more than a 2% addition in 2023.
Charlie Bilello
@charliebilello
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5h Shelter CPI has now moved down from a peak of 8.2% in March 2023 (highest since 1982) to 4.2% today (lowest since December 2021). Given its long lag vs. real-time rental data, a continued move lower is expected which should lead to a continued decline in core inflation.
Surmount
@SurmountInvest
·
2h 2/ Housing costs are finally easing… kinda.
Shelter inflation rose 4.2% YoY, the smallest increase in 3+ years. But housing still makes up 50% of the monthly CPI gain, so it’s not out of the woods yet.
Douglas Ritz
@douglasritz
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22h Shelter inflation is collapsing.4 rate cuts still on the table for 2025.p.s We do not have a housing crisis in the US.
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