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2025August › 29

PCE

10 months ago

Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through July 2025.

CPI Shelter was up 3.7% year-over-year in July, down…
From the BEA: Personal Income and Outlays, July 2025
Personal income increased $112.3 billion (0.4 percent at a monthly rate) in July, according to estimates released today by the U.S. Bureau of Eco…
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios.

Friday:
• At 8:30 AM ET, Personal Income and Outlays, July 2025. The consensus is for a 0.4% increase in persona…

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