US December PCE inflation +2.9% vs +2.8% expected

  • Prior was +2.8%
  • PCE M/M +0.4% vs +0.3% expected
  • Prior +0.2%
  • Core PCE Y/Y +3.0% vs +2.9% expected
  • Prior +2.8%
  • Core PCE M/M +0.4% vs +0.3% expected
  • Prior +0.2%

Consumer spending and income for December:

  • Personal income +0.3% vs +0.3% expected
  • Prior +0.3% (revised to +0.4%)
  • Personal spending +0.4% vs +0.4% expected
  • Prior +0.5% (revised to +0.4)
  • Real personal spending +0.1% vs +0.3% prior

These are higher than expected numbers but not really surprising since Fed Chair Powell did mention they expected Core PCE for December to rise to 3.0%.

WHAT IS THE PCE REPORT?

The Personal Consumption Expenditures (PCE) report is a monthly economic release from the U.S. Bureau of Economic Analysis (BEA) that tracks how much consumers spend on goods and services. It serves as a primary pillar of the U.S. economy, as consumer spending accounts for approximately two-thirds of domestic economic activity.

The report is most famous for its PCE Price Index, which the Federal Reserve considers its “gold standard” for measuring inflation. Unlike the more common Consumer Price Index (CPI), the PCE captures a broader scope of costs, including those paid on behalf of consumers (such as employer-provided healthcare)

US December PCE inflation +2.9% vs +2.8% expected

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