Google AI seems not to hallucinate about the rents issue in the CPI Gerard MacDonell January 13, 2026 12:04 PM
Early reads from the wise guys suggest mapping to core deflator is firm Gerard MacDonell January 13, 2026 11:22 AM
Once the wise guys weigh in, we will have a pretty good sense of the PCE inflation rate to December Gerard MacDonell January 13, 2026 10:00 AM
The financial side of the AI boom does not yet look excessive Gerard MacDonell January 12, 2026 10:58 AM
