// Inflation

Inflation Lab

Decompose CPI/PPI and separate pricing-power winners from margin losers.

Overview Cycle Liquidity & Rates Inflation Yield Curve Cross-Asset Sector Regime Risk Lab Macro Screener Events Crypto AI Diagnosis

CPI Component Heatmap

Component	Weight	YoY	MoM	Equity Read
Shelter	34%	4.8%	+0.3%	Pressures REITs, discretionary
Energy	7%	1.2%	-0.4%	Bullish oil/gas majors
Food	13%	2.1%	+0.1%	Watch staples pricing power
Core Services	28%	4.1%	+0.3%	Sticky — hurts long-duration tech
Core Goods	18%	0.4%	-0.1%	Deflation — good for retail margins

PPI Transmission Chain

Stage 1

Crude / Raw

-1.2%

Energy, Metals

Stage 2

Intermediate

+0.6%

Chemicals, Steel

Stage 3

Finished Goods

+1.8%

Autos, Machinery

Stage 4

Consumer PPI

+2.4%

Retail, Staples

Rising upstream + flat downstream = margin compression. Filter your radar for names with historically stable gross margins in similar regimes.

Real Rate 10Y

1.28%

Nominal 10Y 4.38% − CPI 3.1%. Falling real rates = biggest tailwind for growth; rising real rates = pain for long-duration.

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