US Core PCE (August 2026): +0.2% m/m, +3.0% y/y

US Core PCE Inflation Falls to 3.0% in August

Core PCE slowed to 3.0% from 3.3% forecast, marking a significant disinflation move. USD weakness likely as markets reassess Fed rate-cut timing; softer core inflation narrows the case for higher-for-longer rates. Next focus shifts to Trump's 15:30 remarks and jobless claims data due tomorrow.

https://www.cnbc.com/2026/09/30/feds-preferred-gauge-showed-core-inflation-at-3point0percent-in-august-much-lighter-than-expected.html

US Core PCE Inflation Falls to 3.0% in August

Core PCE dropped from 3.3% to 3.0% year-over-year, beating expectations of 3.3%; headline PCE eased to 3.4% from 3.7%. USD weakened 15.8 pips against JPY as markets reassess Fed rate-cut path. Next catalysts: Trump speech and Kashkari remarks today, jobless claims Friday.

https://x.com/LiveSquawk/status/2105274793482145882

US Core PCE Inflation Falls from 3.3% to 3.0% Year-on-Year

US core PCE inflation declined to 3.007601% from 3.3%, beating the 3.3% forecast and signaling progress toward the Fed's 2% target. USD weakened 15.8 pips against JPY immediately after, with confirmation across seven major pairs. The decline follows weaker GDP deflator data; traders now watch Trump's speech and Kashkari remarks for Fed reaction-function signals.

https://x.com/financialjuice/status/2105274214957609015

US Core PCE Inflation Accelerates to 3.0% Year-on-Year in August

US core PCE rose 0.25% in August, annualizing to 3%, versus 0.13% in July. The three-month annualized rate stands at 2%, but the 12-month reading remains above the Fed's 2% target at 3.0%. This data reinforces the Fed's inflation concern and supports the case for sustained higher rates, pressuring USD higher.

https://x.com/NickTimiraos/status/2105276566213136438

US PCE Inflation Falls to 3.4% in August, Below Forecast

US headline PCE inflation fell to 3.4% from prior levels, missing forecast of 3.7%; core PCE fell to 3.0% versus 3.3% expected. July figures were also revised down 30 basis points each. USD weakened 15.8 pips against JPY immediately before release, with seven major pairs confirming the decline. Rate-hike odds for October are falling as inflation surprise reduces Fed tightening pressure.

https://x.com/KobeissiLetter/status/2105274437381583011