The Comperio Market Brief

THE COMPERIO MARKET BRIEF Monthly Market Commentary September 2026 Edition Inflation: Less Heat, More Breadth Two Key Takeaways: 1. Core CPI momentum is weakening; but 2. Inflation is more widespread The inflation debate has become increasingly binary: inflation is either reaccelerating and requires additional Federal Reserve tightening, or it is steadily returning toward the Fed’s 2% target. The underlying data suggest a more complicated picture. Our decomposition of CPI into monthly “impulse,” three-month annualized “momentum,” and year-over-year “regime” measures shows…

THE COMPERIO MARKET BRIEF Monthly Market Commentary August 2026 Edition Job Search Anxiety “Lies, damned lies, and statistics” The quote above was popularized by Mark Twain, who attributed it to Benjamin Disraeli, although Al claims the phrase pre-dates both and has no known origin. Nevertheless, it aptly applies to today’s economic conditions. If you have a preconceived outlook, you can almost certainly find official data to support it. Case in point: the U.S. labor market. The official unemployment rate (U-3)…