Stephanie Roth

speaker
165 appearances 10 recordings 2 series first heard Dec 2025 last heard 9 Jul

Stephanie Roth’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
5 · Apr OctJan 26AprJulnow

Recordings per month over the last 12 months — 10 in all, peaking in Apr 2026 with 5.

Appearances

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And then today's inflation data, the airlines were a big driver of the weakness.
And there was also canceled flights.
There was just a lot going on in the print.
First, look at the noises.
The airlines, they fell six point five percent over two months.
So comes out to about three percent each month.
Right.
If you look at the you know, the core number was point one one five nine across both months.
That's, you know, quite, quite low.
Apparel was was pretty weak.
That is probably tied to this whole holiday discounting issue.
So there's a lot of sort of noise within the report, part tied to the government shutdown and part tied to the fact that it's just a sort of less inflationary backdrop.
Yeah, we can see that in the report.
Motor vehicle insurance looks pretty flat.
Transportation services, lodging, all of that stuff was pretty soft.
It's hard to know to what extent this is government shutdown related.
My sense is it probably is, and we'll see a bit of a bounce back.
And then on the good side, that was all pretty soft outside of maybe some used vehicles.
Who should it be or who do I think it will be?
I would love to see Waller.
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