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David Andolfatto shares new figures on PCE inflation, stating that the year-over-year rate for August 2026 stands at 3.4%. Additionally, he notes that the monthly PCE inflation rate, annualized, is at 3.8% for the same period.
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Andolfatto recently reported that U.S. CPI inflation reached 3.4% year-over-year in August 2026, with a month-over-month annualized rate of 4.9% in a separate update. In an earlier analysis, he discussed whether the Taylor rule remains effective if government policy becomes unpredictable under changing fiscal conditions. These posts reflect his continued focus on inflation trends and monetary policy frameworks.