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Join date: Apr 30, 2021
Posts (93)
Aug 30, 2026 ∙ 2 min
Massive PCE Inflation Revision Coming in September
The core Y/Y PCE Price Index is likely to be revised down by up as much as .8% on September 30tth from 3.3% to as low as 2.5%
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Aug 27, 2026 ∙ 2 min
PCE: More Garbage Out
PCE printed slightly hot on headline at .2 vs. expectations of .1 and core came in at line at .2. The PCE index continues to be highly misleading with portfolio management representing half of the increase for the month in core. The BEA estimated that portfolio management inflation ran at an annual rate of 72% in July. Financial services inflation is a fantasy of the BEA that treats stock market price increases as inflation. In addition, the BEA treats increases in interest rates as...
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Aug 19, 2026 ∙ 5 min
August 2026 Commentary and Economic Outlook
Explore the August 2026 Economic Outlook featuring Fund Updates, Economy, Stocks, and Bond market analysis
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