Chapter 01
The Signal
Lower inflation does not rewind prices; it means the pace of increase slows.
Metrics: headline_cpi_yoyData through: Feb 1, 2026
Open chapterChapter 02
Not All Prices Misbehave the Same Way
Households do not consume the average basket equally, so lived inflation differs from the headline average.
Metrics: headline_vs_shelter_vs_foodData through: Feb 1, 2026
Open chapterChapter 03
Can Paychecks Keep Up?
When inflation outpaces earnings, households feel poorer despite nominal raises.
Metrics: wage_vs_inflation_gapData through: Mar 1, 2026
Open chapterChapter 04
The Fed Steps In
Policy transmission is real but delayed, uneven, and never instant.
Metrics: fed_funds_responseData through: Apr 8, 2026
Open chapterChapter 05
Borrowing Gets Heavier
Rate-sensitive sectors transmit inflation policy directly into household cash flow.
Metrics: mortgage_vs_home_pricesData through: Apr 9, 2026
Open chapterChapter 06
Where the Budget Actually Breaks
This is where macro inflation becomes lived budget stress.
Metrics: household_budget_sharesData through: Feb 1, 2026
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