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Sam Ro 📈

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@SamRo

Award-winning writer of @TKerLLC, the newsletter about how the stock market usually goes up. 37k+ subs. Long-term optimist. Short-term cautious optimist.
New York, NY tker.co Joined January 2011
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Sam Ro 📈 Verified account @SamRo
Bloomberg’s estimate of YoY CPI
Michael McDonough Verified account @M_McDonough 20m
🔥No official U.S. CPI YoY number today — but we can still estimate it.

Because of the 2025 government shutdown, BLS never collected October 2025 CPI data, leaving it unable to calculate the usual year-over-year comparison for today’s release.

We backfilled the missing October 2025 observations with Bloomberg-derived estimates. On that basis, headline CPI is running at roughly 4.02% YoY in October, up from 3.74% in September.

The contribution breakdown is also notable:

• Core services: +2.06 percentage points
• Energy: +1.33 pp
• Food: +0.41 pp
• Core goods: +0.19 pp
That comes alongside the official October monthly readings of +0.4% headline and +0.3% core, both above consensus.

Methodology: Missing September 2025 weights are estimated by updating December 2024 weights for subsequent price changes, with the same weights used for October. Missing October 2025 index values are estimated as the geometric mean of September and November 2025.

These are Bloomberg-derived estimates, not official BLS figures.
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