EXCLUSIVE: PCE REPORT DROPS A BOMBSHELL – INFLATION ISN'T DEAD, IT'S JUST HIDING! FED CHIEF POWELL'S SECRET PLAN REVEALED?

EXCLUSIVE: PCE REPORT DROPS A BOMBSHELL – INFLATION ISN'T DEAD, IT'S JUST HIDING! FED CHIEF POWELL'S SECRET PLAN REVEALED?

Final Thoughts

Having parsed the PCE report, the headline disinflation figure is a welcome anesthetic for markets, but the stubborn persistence of core services inflation—particularly in housing and healthcare—tells the real story. The Federal Reserve may be tempted to declare victory based on the monthly data, but they know better than to pop the champagne corks until these sticky components finally capitulate. For now, the economy is threading a needle between cooling demand and still-hot prices, a delicate dance where one misstep could unravel the soft landing narrative entirely.