June 24, 2025 04:01 AM GMT M Idea From the Global Director of Research | North America Charts That Caught My Eye A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that separate the signal from the noise. An intuitively designed and well-crafted chart can often accomplish this with exceptional clarity. With that mission in mind, these charts in our recently published research stood out to me. Please reach out to me with feedback on these or any ...

Darren. >> Thank you so much for joining us. We appreciate it.>> Personal income and spending numbers for me. Plus the Fed's favorite inflation gauge PCA, PCE data treasuries Rick Santelli. Just do it Rick.Tell us what you got. >> Yes. May income spending and all the inflation numbers.And there are surprises here. Personal income which really has been quite strong throughout 2025 takes a bit of a hit here. Down 4/10.We were looking for a number up 3 to 4 tenths. This would be the first negative number going ...

V i e w p o i n t | 18 Jun 2025 08:33:31 ET │ 13 pages US Economics The Daily Update – Three reasons for Powell to sound dovish CITI'S TAKE Today at 2PM we expect Chair Powell's comments to skew dovish and median dots to continue to indicate two 25bp rate cuts this year. Powell has at least three reasons to be dovish: 1. Three months of softer core inflation 2. Rising continuing jobless claims 3. Softer housing data. Andrew Hollenhorst AC +1-212-816-0325 andrew.hollenhorst@citi.com Veronica Clark AC +1-212- ...

On a headline basis, certainly better than anticipated, up just a 10th of a percent. The core is up just a 10th of a percent as well. The last month was 2/10 for each of those and the forecast was for a 2/10 rise in the headline and a 3/10 rise in the core.Now, for a year over year number, we do go up on a year over year basis to 2.4% from 2.3%. For the headline, the core stays the same 2.8%. So if there is a tariff effect, it is very small in these numbers.According to the BLS, the index for shelter rose 3 ...