PCE Inflation Hits 4.0% Month-to-Month Annualized, Worst Since March. Three-Month PCE Hits 2.9%, Worst Since April, but Massive “Base Effect” in Services Cools YoY Increases.

by Wolf Richter
Wolf Street

December, prior months revised higher. Goods prices jump month-to-month by most since August 2023, turn positive for first time in a year.

The inflation measure released today – the PCE price index favored by the Fed as yardstick for its inflation target – jumped by 0.33% in January from December, or by 4.0% annualized, the worst month-to-month increase since March 2024. And this was on top of the upwardly revised December increase.

So, the 3-month PCE price index accelerated to +2.94% annualized, the worst increase since April 2024. The low point of the three-month index was in July (+1.6% annualized), and it has been accelerating ever since. The chart shows the month-to-month changes (blue) and the three-month changes (red), all annualized.

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