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All Reports

All Reports:

April PCE: the First Bit of ‘Less Hawkish’ News in a While

Peter Williams May 28, 2026 10:22 AM

Personal income growth continues to soften, although not alarmingly

Gerard MacDonell May 28, 2026 9:53 AM

Underlying real PCE growth still running at around 1 1/2%

Gerard MacDonell May 28, 2026 9:52 AM

PCE price data were less bad than expected

Gerard MacDonell May 28, 2026 9:00 AM

Inflation Remains the Main Constraint on the Economy + Updated Investor Views

Dennis DeBusschere May 28, 2026 7:49 AM

Background: An additional aside on Krugman’s hot dog economics

Gerard MacDonell May 27, 2026 2:03 PM

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