Inflation

Economic data and analysis related to Inflation

PCE

Nominal Sizzle, Real Fizzle: May PCE +0.4% While Spending +0.7% and Saving Slides to 3.0%

On June 25, 2026, the BEA’s latest release delivered an upbeat trio—personal income, disposable income, and spending all up **0.7%** in May—but left the inflation engine running. The PCE price inde...

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PCE

Spending Up, Purchasing Power Down: May 28, 2026 PCE Release Hides a Real DPI Drop of -0.5% and Saving Rate Slide to 2.6%

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PCE

Nominal Sizzle, Real Fizzle: March PCE +0.9% m/m, Real DPI -0.1%

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PCE

Nominal Spending Pops 0.5%, Real PCE Barely 0.1%: February’s PCE Story Isn’t What the Headline Says

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PPI

Vegetables +48.9%, “Broad-Based” Gains? The March 18 PPI Tells a Different Story

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PCE

PCE Pops, Reality Shrugs: January’s $81.1B Gain, Goods −$24.6B, Core Still +0.4% (BEA 2026-03-13)

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CPI

Headline Heats Back Up: CPI Re-Accelerates to 0.3% MoM as BLS Sells “Unchanged” — Press Release 2026-03-12

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PPI

Trade Margins, Not Prices: January PPI’s 0.5% Jump Rests on a 14.4% Wholesaling Surge

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PCE

Inflation Eats the Gain: December PCE +0.4% MoM While Real Spending Barely Moves (+0.1%)

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CPI

Cooling Headline, Warmer Core: January CPI’s 0.3% Core Re-Acceleration Hides in the Footnotes

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data-driven

December PPI’s Broad-Based Mirage: Services +0.7% driven by trade margins +1.7% and machinery wholesaling +4.5%

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data-driven

Services Flat, Pipeline Hot: Jan 14 PPI Masks Stage‑4 Heat and an Energy-Led Goods Pop

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data-driven

Stable 2.7% YoY, Hot Underneath: December CPI Packs Food +0.7%, Shelter +0.4%, Airfares +5.2%

The Bureau of Labor Statistics’ press release dated January 13, 2026, leans on the comfort of a steady **2.7% YoY** headline inflation rate. But December didn’t feel steady: consumers absorbed **fo...

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data-driven

Two-Month Mirage: Dec 18 CPI Says +0.2% While Utilities Run Hot at +6–9% YoY

The Bureau of Labor Statistics’ December 18, 2025 release leans on a tidy headline—consumer prices up **0.2% over the two months from September to November**—but the story underneath is anything bu...

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data-driven

Gasoline Stole the Headline, Services Kept the Heat: September CPI’s Quiet Re-acceleration

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data-driven

Margin Mirage: August PPI’s -0.1% Headline Hides a 0.3% Core and an 11‑Month Pipeline Grind

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data-driven

Spend Now, Worry Later: August PCE Shows Real Spending +0.4% vs Real Income +0.1% as Saving Rate Slips to 4.6%

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