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PCE

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28 days ago

Plus, PCE data drama

31 days ago

The PCE price index for January was expected to show headline inflation at 2.9% and core at 3.1%.

52 days ago

The core PCE price index was expected to increase 3% from a year ago in December. GDP was projected to rise at a 2.5% pace in Q4.

3 months ago

Question #5 for 2026: What will the YoY core inflation rate be in December 2026?

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2026. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I…
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2026. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I…
From the BEA: Gross Domestic Product, 3rd Quarter 2025 (Initial Estimate) and Corporate Profits (Preliminary)
Real gross domestic product (GDP) increased at an annual rate of 4.3 percent in the thir…
Here is a review of the Ten Economic Questions for 2025.

Below are my ten questions for 2026 (I've been doing this online every year for 21 years!).  These are just questions; I'll follow up with so…

Review: Ten Economic Questions for 2025

At the end of each year, I post Ten Economic Questions for the following year (2025). I followed up with a brief post on each question. Here is review (we don't have all data yet - and some data is …
SPECIAL NOTE: October prices (data not collected) were averaged between September and November for these graphs.
Here are a few measures of inflation:

The first graph is the one Fed Chair Powell had…

4 months ago

A few brief excerpts from a Goldman Sachs research note on shelter inflation:
[R]apid multifamily supply growth amid a cooler labor market, slower immigration, and an already rising vacancy rate is l…

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