You can access a “live” version of the calendar below--with links to our automatically updated charts for most of the indicators shown--at this link on our website; bookmark it for easy access.
The Santa Claus rally started one month ago on October 12 following a worse-than-expected CPI print for September the next day, October 13, which was a major reversal day. October's better-than-expected CPI released last Thursday triggered moonshot moves by stocks and bonds.
The next important inflation indicator will be October's PPI (Tue.). The markets will be looking for signs that PPI services inflation is moderating. We will be looking at November's regional business surveys for NY (Tue.), Philly (Thu.), and KC (Thu.) for signs of moderation in their prices-paid and prices-received indexes.
