Vi e w p o i n t | 05 Oct 2026 11:12:40 ET │ 18 pages US Economics Inflation Weekly – What we learned from PCE revisions CITI'S TAKE Downward revisions to core PCE inflation were even larger than we were expecting, with year-on-year core PCE around 35-40bp lower as new methodologies for key components were incorporated. While not too far off from our ~30bp downward estimate, details were a bit different than we expected. Computer software and accessories prices are still heavily dependent on the same CPI co ...

7 October 2026 | 5:59PM EDT Economics Research US Daily: Where Has Inflation Surprised? Abhay Duggirala +1(202)585-6760 | abhay.duggirala@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Core PCE stood at 3.0% year over year in August, 0.7pp above our 2.3% start-of-the-year forecast for August. An impo ...