January 16, 2024

Headline inflation as measured by the CPI was 0.3% in December, pushing the 12-month rate to 3.4% from 3.1% in November. pic.twitter.com/124FDHOAiC

— Nick Timiraos (@NickTimiraos) January 11, 2024

We estimate that Dec’s core PCE inflation was 0.14% m/m. 1- 3- 6-month annualized measures all below 2%. Solid case for March rate cut based on inflation alone. (Wild card: cpi seasonal factors revisions in Feb).

— Anna Wong (@AnnaEconomist) January 12, 2024

Total spending from BofA customers was $4.1 trillion in 2023, 4% higher than it was in 2022, and 35% higher than it was in 2019,https://t.co/WzbcxdsvSK pic.twitter.com/oCvjfyy12V

— Michael Batnick (@michaelbatnick) January 14, 2024

The first quarter of positive growth for the 493 S&P 500 stocks that aren't the Magnificent Seven is expected to emerge in 1Q after a final quarter of shortfall is reported for 4Q. Here is YoY net income growth for the Mag7 vs the 493 S&P 500 companies. pic.twitter.com/FtDG2ttwjf

— Gina Martin Adams (@GinaMartinAdams) January 10, 2024

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