BLS suspects a hit from the storms but cannot quantify even remotely Gerard MacDonell November 1, 2024 8:52 AM
Q3 ECI and September PCE Data Let You Pick Your Inflation Story – A Smidge Dovish on Net Peter Williams October 31, 2024 10:56 AM
This morning, we got the monthly path of real PCE to the already known quarterly result to September: solid Gerard MacDonell October 31, 2024 10:19 AM
ECI is better, perhaps by a narrower margin than headline implies Gerard MacDonell October 31, 2024 9:38 AM
Manufacturing structures boom is probably ending, eliminating a minor macro tailwind Gerard MacDonell October 30, 2024 3:28 PM
