Some divergence from Cleveland Fed nowcast vs. Bloomberg consensus:
Figure 1: PCE deflator (black), Cleveland Fed nowcast (red triangle), Bloomberg consensus on 10/25 (blue square). September nowcasts/forecasts using year-on-year changes. Source: BEA, Cleveland Fed, Bloomberg, and author’s calculations.
Yves here. Citizens who protest them are not Luddites. They are correct to see data centers as economic…
It’s not pretty (CRFB): Source: CRFB. Here’s my comparison, against WSJ, SPF, Hassett, from August (w/o MSR forecast):…
Prices on Monday: Figure 1: Regular gasoline (blue), diesel (red), jet fuel (green) all $/gal. on left log…
If you were curious: Source: Commerce/BIS, accessed 11/12/2026, 1:45PM CST. Source link
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