Surveys, Sentiment and Stamps
Moody's Talks - Inside Economics
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Economic Indicators and Inflation Trends
This chapter explores the recent economic statistics concerning the disparity between the Personal Consumption Expenditures (PCE) and Consumer Price Index (CPI), emphasizing the influence of shelter inflation. The speakers analyze the implications of these trends on monetary policy, consumer spending, and the shifting landscape of bankruptcy rates. They also discuss the significant concentration of excess savings among high-income households and the evolving economic sentiment in the context of upcoming elections.
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