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US Growth: Noisy Headlines, Solid Core
Forget the chaotic headlines: core US GDP growth is growing around 3% pa, - as it has been since late April. steaadily
Jonathan Wilmot
Jan 291 min read
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More than a blip?
Both net positive US earnings revisions and our indicator of underlying real quarterly US GDP growth suggest that the US is slowing...
Alex Haseldine
Feb 7, 20251 min read
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November CPI: Gradual Disinflationary Progress Tempered by Rising Goods Pressures
Yesterday's November CPI report indicates that underlying inflation is making steady, if unspectacular, progress towards 2%, but...
Alex Haseldine
Dec 12, 20242 min read
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October CPI Update
No huge surprises in today's CPI: headline CPI up 0.2% for the month (2.6% year-over-year) and Core up 0.3% (3.3% year-over-year)....
Alex Haseldine
Nov 13, 20241 min read
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