← Leaderboard
MS
Michael Strain
American Enterprise Institute
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Michael Strain (AEI) says July data imply core PCE running at a 3.3% annual rate, up considerably from a year ago.
The data we have this morning is consistent with core PCE coming in at a 3.3% annual rate. That is up considerably from this time last year.
Michael Strain says core PCE up considerably from 15-16 months ago leaves the Fed in a hard place, with no easy path to cutting.
It's actually up considerably from 15-16 months ago and I think that leaves the Fed in a hard place.
Follow Michael Strain
One short email when Michael puts a new call on the record, and when a verdict lands on one. Plain words, free.