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
Background: minor implications of upward revision to MPO version of core PCE Price Index Gerard MacDonell June 26, 2025 12:43 PM
Core GDP growth got revised down again, and it is not quite equal to underlying demand Gerard MacDonell June 26, 2025 11:08 AM
