Joe Weisenthal
Joe Weisenthal|5月 19, 2026 20:27
This is an INSANE chart from @fcastofthemonth. This category of PPI (red line) is what includes memory/storage, and for years it was in constant disinflation and now it's surging. Overall, inflation in computer software/accessory category is now meaningfully boosting core PCE. (Joe Weisenthal)
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