Quarterly US Inflation Update
With disinflation strengthening, the Fed needs to be focused on the risk of overshooting.
My latest quarterly US inflation update, which includes an update to my medium-term US CPI forecasts, and an analysis and extrapolation of the latest PCE inflation data, is available to download at the bottom of this page — at 34 pages in total, I hope that you find significant value in this report!
Posted below, is the front-page summary of the report, …