22V Afternoon Shoot Around: PCE, China-US Update, and Homebuilders Dennis DeBusschere June 27, 2025 3:18 PM
Personal income weakness is not to be dismissed, but it is mostly the noise switching signs Gerard MacDonell June 27, 2025 9:46 AM
Real PCE tracking for Q2 comes down to 1.5% as does apparent underlying trend Gerard MacDonell June 27, 2025 9:25 AM
Underlying inflation data were roughly as expected, despite beat in core PCE Gerard MacDonell June 27, 2025 9:11 AM