Archive - Macrosight

Both the PCEPI and the CPI are stabilizing

Jun 13 •

GDP-Import Confusion

Imports do not cause GDP to decline or increase.

Jun 6 •

May 2025

Checking in on the PCEPI

The Fed's main inflation gauge

May 30 •

The Great Deflation of 2009

Sometimes prices do go down (but rarely)

May 16 •

Discretion in action

Understanding the Fed’s inaction

May 9 •

The Advanced GDP Estimate

It's negative for 2025 Q1

May 2 •

April 2025

Surging Food Prices

Will that matter to the Fed?

Apr 25 •

What this means for the Fed

Apr 11 •

What will happen to Imports? To Prices? To the Economy?

The question(s) of the hour

Apr 4 •

March 2025

Then versus Now

Consumer spending since Covid-19

Mar 28 •

Consumer Durables

What this spending category reveals

Mar 21 •

The “if-thens” of declining GDP

Mar 14 •

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