Who’s the Fed official who has penciled in the same GDP growth forecast at 2.4%-2.5% for 2025-2027? At potential, no changes vs December.
Guesses welcome :)
Guesses welcome :)
March 20, 2025 at 1:43 PM
Who’s the Fed official who has penciled in the same GDP growth forecast at 2.4%-2.5% for 2025-2027? At potential, no changes vs December.
Guesses welcome :)
Guesses welcome :)
Post PPI & CPI reports, we look for core PCE inflation to stay largely in check at 0.20% m/m in December.
More importantly, core PCE inflation is expected to have averaged 0.19% m/m over the July-December period -already at spitting distance from the 2% target.
Governor Waller is onto something.
More importantly, core PCE inflation is expected to have averaged 0.19% m/m over the July-December period -already at spitting distance from the 2% target.
Governor Waller is onto something.
January 16, 2025 at 3:46 PM
Post PPI & CPI reports, we look for core PCE inflation to stay largely in check at 0.20% m/m in December.
More importantly, core PCE inflation is expected to have averaged 0.19% m/m over the July-December period -already at spitting distance from the 2% target.
Governor Waller is onto something.
More importantly, core PCE inflation is expected to have averaged 0.19% m/m over the July-December period -already at spitting distance from the 2% target.
Governor Waller is onto something.
Mi momento ha llegado 💫
December 23, 2024 at 2:08 PM
Mi momento ha llegado 💫
Mostly due to seasonality imo. The nsa data is tracking very closely the 2019 path (similar calendar year to 2024). Don’t think we should be concerned.
December 12, 2024 at 2:11 PM
Mostly due to seasonality imo. The nsa data is tracking very closely the 2019 path (similar calendar year to 2024). Don’t think we should be concerned.
Following today’s PPI numbers, core PCE inflation is likely to print 0.14% m/m in Nov - lowest m/m gain in 2024 @nicktimiraos.bsky.social
Also, not concerned about claims. Today’s jump mostly due to seasonality. Tracking the 2019 nsa data very closely.
Also, not concerned about claims. Today’s jump mostly due to seasonality. Tracking the 2019 nsa data very closely.
December 12, 2024 at 2:09 PM
Following today’s PPI numbers, core PCE inflation is likely to print 0.14% m/m in Nov - lowest m/m gain in 2024 @nicktimiraos.bsky.social
Also, not concerned about claims. Today’s jump mostly due to seasonality. Tracking the 2019 nsa data very closely.
Also, not concerned about claims. Today’s jump mostly due to seasonality. Tracking the 2019 nsa data very closely.
Paul Blustein’s book on the 2001 crisis is also a very good read :)
November 20, 2024 at 10:48 PM
Paul Blustein’s book on the 2001 crisis is also a very good read :)
In line with CPI seasonality!
November 18, 2024 at 1:53 PM
In line with CPI seasonality!