It is probably late enough in the process to get real about the April inflation data Gerard MacDonell May 30, 2025 4:50 PM
Income growth was flattered by transfers, but underlying was fine Gerard MacDonell May 30, 2025 9:55 AM
Real PCE for Q2 looks slightly stronger, although the outright strength is largely a launch effect Gerard MacDonell May 30, 2025 9:22 AM
Core PCE data were MARGINALLY lower than expectations, but underlying was not low outright Gerard MacDonell May 30, 2025 8:44 AM