Paid-members
Supply Chain Monitor: PPI Jan 25
Despite a report whose internals support a lower-than-expected PCE inflation reading, the December Producer Price Index data show acceleration in the All Commodities index.
January 2025 Core-Cast Post IPI: Shave Off 1bp From Supercore
Most of the Personal Consumption Expenditures (PCE) inflation gauges are sourced from Consumer Price Index (CPI) data, but Producer Price Index (PPI) input data is of increasing relevance,...
Paid-members
Supply Chain Monitor: Imports Dec 24
Nominal goods exports saw negative year-over-year growth in the December data, following a year of relatively flat export growth.
