Inflation & Cost of Living

Inflation data and trends, energy- and supply-driven price pressures, stagflation risk, consumer affordability and cost-of-living pressures.

How cooling payrolls, easing inflation, and shifting Fed expectations are rewriting valuations for long-duration growth stocks

By KAPUALabs

/ 18 Aug 2026

An oil-led inflation shock could spare META's ad-driven margins but squeeze the discount rate applied to its AI-driven growth story

By KAPUALabs

/ 17 Aug 2026

From Washington to Frankfurt, sticky services and climate-driven food costs rewrite the monetary policy playbook

By KAPUALabs

/ 16 Aug 2026

How August 2026 inflation and labor data shifted rate-hike odds, Treasury yields, and growth-stock valuations heading into the September FOMC meeting

By KAPUALabs

/ 16 Aug 2026

A consensus in-line print cools inflation fears, trims Fed hike risk, and modestly improves Meta's valuation backdrop.

By KAPUALabs

/ 16 Aug 2026

Why persistent shelter and services inflation keeps Meta's cost of capital high and ad budgets under pressure

By KAPUALabs

/ 16 Aug 2026

A rigorous breakdown of CPI and PCE data reveals hidden trends that could reshape the rate path and tech outlook.

By KAPUALabs

/ 15 Jul 2026

Examining PCE, CPI, and PPI data revealing multi-year highs and the policy dilemma for the Federal Reserve.

By KAPUALabs

/ 16 Jun 2026