Goldman Sachs warns the US will bear the brunt of a global AI-induced inflation surge

Goldman Sachs estimates that AI will increase core US inflation by around 50bp by the end of the year, five times the ...
Seeking Alpha

Core PCE Inflation At 2.8% In November, As Expected

The Fed’s preferred inflation gauge, the core PCE price index, rose 2.8% year-over-year in November. The headline index was up 2.8% year-over-year, up from 2.7% in October and in line with the ...
Seeking Alpha

Q4 2025 GDP And December PCE: Economic Growth Slows, Inflation Doesn't

Q4 2025 GDP growth was weak at 1.4%, but largely distorted by a temporary government shutdown, masking stable private sector demand. Consumer spending and AI-driven nonresidential investment supported ...
Investopedia

What to to Expect From Friday's Closely Watched US Inflation Report

The Data Will Factor Into the Fed's Decision on When to Cut Interest Rates Diccon Hyatt is an experienced financial and economics reporter. He's written hundreds of articles breaking down complex ...
Morningstar

September PCE Forecasts Show Mixed Picture, but Fed Still Seen on Track for November Cut

Forecasts for the September Personal Consumption Expenditures Price Index report see the overall inflation rate continuing to fall, led in part by declining gas prices. The report is also expected to ...
wjla

Key inflation measure rises slightly in Jan. as Federal Reserve works toward target rate

WASHINGTON (TND)– The Commerce Department's latest read on inflation reflected a slight bump in the road toward the Federal Reserve's target inflation rate of 2%. On a month-to-month basis, personal ...
Hosted on MSN

These hidden PCE triggers could force a Fed rate hike — and shock the market

Markets have already started to price in one rate hike. A hot PCE report could lead to a second hike being priced in. The personal-consumption-expenditures report, or PCE, for May is likely to have a ...
Morningstar

What’s the Difference Between the CPI and PCE Indexes?

When most investors think about inflation, they think about the Consumer Price Index. But for the Federal Reserve’s decisions on interest rates, another government report looms larger: the Personal ...
San Francisco Fed

Supply- and Demand-Driven PCE Inflation

Supply- and Demand-Driven PCE Inflation updates data on the contributions to personal consumption expenditures (PCE) inflation from supply-driven versus demand-driven components. This tool is intended ...