Some divergence from Cleveland Fed nowcast vs. Bloomberg consensus:
PCE Inflation in September
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Motio September Median Real Household Income: Slight Recovery
EconVitals: Key Macro Indicators Gathered
This is the new “go to” website, from Jason Furman (former Chair, CEA; professor at Kennedy School, nonresident fellow at PIIE):
Front Month Brent Futures near 2022 Peak Level
Over $116/bbl.
Forward Price Earnings Ratios
Looking pretty good — although one needs to wonder about analysts’ estimates of forward earnings…
Real Weekly Earnings Down in Q3
Overall, for HS graduates:
Jet Fuel Prices Up
Then, when next you fly; or ship something high value from abroad. From EIA (thru 10/9):
Insurance for AI Hyperscaler Debt, et al.
From FT yesterday:
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Wall Street Expectations for Treasury Yields: Higher for Longer
From the October WSJ survey:
Nowcasts and WEO, WSJ Forecasts
Recent releases: