Author Archives: Menzie Chinn

Are You Better Off than You Were Four Years Ago – Market Based PCE Deflated Consumption

Reader Bruce Hall disparages the use of the PCE deflator for deflating…PCE (Personal Consumption Expenditures) from the NIPA. OK, it’s true that the PCE deflator uses business facing prices, rather than consumer facing prices. Mr. Hall suggests using the CPI. But that has different weights. (It doesn’t make sense to apply a price index with CPI weights to an aggregate with PCE weights — read some price index theory if that is confusing). What to do? What to do?

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Decomposing Sentiment

Republicans and lean Republican respondents really, really, really don’t like economic conditions right now, switching “bigly” upon Trump’s election, contributing an outsize impact on the overall University of Michigan consumer sentiment index. Democrats and lean Democratic respondents think things are about the same as mid-2016 (under Obama).

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