Energy

Crude oil, natural gas, gasoline, and electricity prices — commodity moves that feed straight into headline inflation.

Energy is the most volatile line in CPI and the fastest-transmitting input cost for almost every other sector. This page tracks spot prices for crude oil (WTI and Brent), natural gas (Henry Hub), retail gasoline, and residential electricity — the pieces that determine whether headline and core inflation diverge in any given month.

Treasury Yield Update

Federal Reservce Balance Sheet

• Source: Board of Governors of the Federal Reserve System (US), Assets: Securities Held Outright: Securities Held Outright: Wednesday Level, retrieved from FRED,

Government Consumption and Gross Investment

• U.S. Bureau of Economic Analysis, Real Government Consumption Expenditures and Gross Investment/ Real Government Consumption Expenditures and Gross Investment: State and Local, retrieved from FRED.

Lending

Loan Demand

• Source: Board of Governors of the Federal Reserve System (US), Net Percentage of Domestic Banks Reporting Stronger Demand for Commercial and Industrial Loans from Large and Middle-Market Firms/Qualified Mortgage Non-Jumbo, Non-GSE-Eligible Mortgage Loans, retrieved from FRED.

Lending Standards

• Source: Board of Governors of the Federal Reserve System (US), Net Percentage of Domestic Banks Tightening Standards for Commercial and Industrial Loans to Large and Middle-Market Firms/Credit Card Loans, retrieved from FRED.

Loan Delinquency Rates

• Source: Board of Governors of the Federal Reserve System (US), Delinquency Rate on Business Loans, All Commercial Banks/Single-Family Residential Mortgages, Booked in Domestic Offices/Consumer Loans, All Commercial Banks, retrieved from FRED.

• Document Build: 01:19 PM, May 04, 2026