RenMac: Renaissance Macro Research
@RenMacLLC
Serving professional money managers. Tweets are an exchange of ideas not investment advice. Life is short, if you're a jerk, you'll be unceremoniously blocked.
가입 September 2015
1.1K 팔로잉 중 62.8K 팬
In July 2025, 12-month core PCE ran 0.2ppt below core CPI. Today, it is running 0.7ppt above core CPI. Either the Fed has a PCE inflation target or it doesn't. Saying "we have a task force for that" for the next four months probably won't cut it.
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