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