What podcasts say about PCE price index
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about PCE price index
15 statements · 2 positive · 10 negative · 1 mixed · 2 neutral
The PCE inflation index is misstated by 100 basis points
“PCE is misstated by 100 base points.”
Open the episode · Tech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See a Reverse Bubble?Listen at 41:34
The PCE price index rose 3.6% year over year.
“the PCE price index, rose 3.6% over the past year.”
Open the episode · Microsoft Pays Workers to Leave & Google’s Soul SearchListen at 9:40
U.S. core PCE inflation remains elevated at 3% year over year.
“inflation is still elevated 3% year-over-year in core PCE terms”
Open the episode · Top of the Morning: State of the US economy & Fed outlookListen at 3:35
Wednesday’s PCE report is unlikely to surprise markets.
“PCE on Wednesday isn't likely to offer surprises”
Open the episode · Geopolitics Wrestle with Jobs Data for AttentionListen at 3:13
PCE component breadth provides insight into underlying inflation
“the share of components in PCE that rose 3% or more year-over-year, which gives insight into price breadth below the surface”
Open the episode · Geopolitics Wrestle with Jobs Data for AttentionListen at 3:43
August PCE inflation will exceed 3% but may undershoot consensus.
“my expectation is definitely it will be above 3, but there is more risk that it goes lower than the consensus has right now.”
Open the episode · Daybreak Weekend: US Jobs, Burnham Conference, RBA DecisionListen at 4:44
The PCE price index overstates underlying inflation.
“I think the PCE price index is overstating underlying inflation in the economy.”
Open the episode · Instant Reaction: The Fed DecidesListen at 21:44
The revised PCE deflator trend may be revised downward.
“how much will the trend be revised down.”
Open the episode · The Fed, Rate Hikes, and AIListen at 31:32
Correcting PCE components would produce an annualized inflation reading of 1.8%.
“if you corrected PCE for those two components that are ridiculous, portfolio management and software. you would also get a 1.8% number.”
Open the episode · Rate and Market UncertaintyListen at 13:14
Nearly half of PCE components exceeded 3% annualized inflation recently.
“Almost 50% of the components increased at more than 3% annualized rate of the last six months, 54% of the last 12 months.”
Open the episode · Top of the Morning: CIO Strategy Snapshot - Jackson Hole reflectionsListen at 2:31
Headline PCE inflation reached 3.7% in July.
“Headline gains reached 3.7 percent”
Open the episode · Warsh Watch: Fed Chair Remarks Could Set ToneListen at 2:41
Headline PCE inflation reached 3.7 percent in July.
“Headline gains reached 3.7 percent.”
Open the episode · Warsh Watch: Fed Chair Remarks Could Set ToneListen at 2:41
Significant PCE or GDP surprises could cause market volatility
“Any significant surprise in either of these figures could lead to market volatility on Thursday.”
Open the episode · Trade Tensions, Nvidia Overshadow Economic DataListen at 6:55
Memory-price increases are adding roughly 20–30 points to CorePCE.
“adding about 20 to 30 points to CorePCE”
Open the episode · Signal over Noise: Navigating Scylla and Charybdis at Jackson HoleListen at 3:04
The upcoming PCE inflation reading will be restrained
“I think it will show a restrained set of numbers.”
Open the episode · Mad Money w/ Jim Cramer 1/16/26Listen at 4:25
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.