With revisions out of the way, we can look forward to the US CPI report on Tuesday. Everything points towards a softening and a May cut should be back in focus!
Something for your Espresso: March or April?
Markets are betting on an April cut from the ECB, but the January HICP may lead to a larger repricing of the March probabilities as well. Meanwhile, the US economy appears to be in a temporary goldilocks phase.
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US Inflation Watch: Methodology Matters – Upside surprise in PCE according to CPI?
CPI, PPI, HICP, or PCE? The inflation measures are plenty and each best serves different purposes. However, the varying methodologies and emphases on components prompt clearly deviating prints – AND allow for logical predictions.
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