David Howe
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dkhowe.bsky.social
David Howe
@dkhowe.bsky.social
Inflation, finance, economics
sixmonthlag.com
Low six month lag figure probably due outlying Feb 2025 report. Values for the 5 and 7 month lags are closer to the 3 and 12 month figures.
sixmonthlag.com/2025/09/six-...
September 28, 2025 at 9:44 PM
Market odds of a Fed cut rose sharply on Friday. Fans of quality data collection should consider joining Friends of the BLS.

sixmonthlag.com/2025/08/what...
What a difference a day makes! – Six Month Lag
sixmonthlag.com
August 3, 2025 at 5:08 PM
Six month percentages cut through the noise best, have lowest errors when predicting one year centered inflation.
June 27, 2025 at 6:08 PM
A 6 month perspective on last month's report suggests steady progress towards the Fed's 2% target.

Note how the 6 month annualized lag, represented by the thin green line, fits centered 1 year inflation better than one year lagged inflation.
sixmonthlag.com/2025/01/core...
January 31, 2025 at 6:42 PM
The six month lag is a better guide to centered 1 year inflation than either the 3 month or the conventionally reported 12 month lag. Thin green line fits thick blue line best. sixmonthlag.com/2025/01/core...
January 31, 2025 at 6:36 PM