The Inflation Brief | September 2025

15/09/2025 26 min

Listen "The Inflation Brief | September 2025"

Episode Synopsis

In this episode of The Inflation Brief, hosts Greg Daco and Laura Rosner-Warburton unpack the latest CPI report, which shows notable increases in both headline and core CPI. From rising food prices to the impact of tariffs, the conversation explores what’s driving the current inflation landscape—and why it’s more complicated than simple demand-pull or cost-push narratives.Listen in as we dive into:Banana inflation 🍌 as a case study in import-driven price hikesTariffs and trade policy as emerging inflationary forcesVolatile travel prices, especially airfare spikes ✈️Persistent pressure from Owner’s Equivalent RentCoffee prices up 20% YoY, adding to the heat in the grocery aisle ☕Why core PCE is expected to rise, and the Fed’s next move—rate cut or hold?Greg and Laura also weigh in on the possibility of dissent within the FOMC, and why monetary conditions, supply chain shifts, and policy choices are creating some unusual inflation dynamics.If you're curious about what bananas, coffee, and basis points can tell us about U.S. monetary policy, this is one episode you don’t want to miss.What is NABE? The National Association for Business Economics is the leading association for business economists and professionals who use economics in the workplace. Since 1959, NABE has brought together top voices from business, academia, and policy—offering world-class conferences, career development, industry insights, and unparalleled networking. Past presidents include former Fed Chair Alan Greenspan, several former Federal Reserve Governors, and other senior business leadersFirst time listener and want to learn more about NABE? Visit NABE.com, connect with our LinkedIn page, or follow us on X (@nabe_econ).