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Alex Haseldine
Nov 11 min read
US Consumer Spending Remains Strong, But Are Households Really Feeling It?
In the latest quarter, real consumption in the United States grew at a robust 3.7% annual rate. Goods consumption surged at an impressive...
9 views
Jonathan Wilmot
Aug 301 min read
US PCE Report: Still Shopping
No sign from today's PCE report that aggregate consumer spending is slowing down. Slightly the opposite in fact...
3 views
Alex Haseldine
Jul 261 min read
Swing Low
The June US PCE report confirms that prices in the services sector are swinging lower again after a pretty hot first quarter. As the...
12 views
Alex Haseldine
Mar 11 min read
The Other Target
In August 2020, the Fed officially adopted the 'Average Inflation Target'. Here's an update on the Price Level Target...
12 views
Alex Haseldine
Mar 11 min read
Should They or Shouldn't They?
Looking at core inflation less shelter, you could say that we have reached a growth rate that is consistent with the Fed's target of 2%....
21 views
Alex Haseldine
Jan 261 min read
Why are we waiting?
For most intents and purposes inflation is now running close to 2% per annum, or even slightly below...
29 views
Alex Haseldine
Feb 24, 20231 min read
Back to Saving
Jobs and disposable income are up, but now consumers are looking for savings.
11 views
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