October 2, 2026 02:06 PM GMT US Inflation Monitor | North America PCE Revisions: What changed and what it means ahead Downward revisions to PCE inflation were larger than expected and mainly driven by portfolio management and advice. We dig into the methodological changes behind the revisions and assess what they mean for inflation forecasting going forward. Key Takeaways Exhibit 1: Core PCE revisions (m/m, %) Rest Core PCE revisions (m/m) Software contribution Portfolio mgmt contribution Legal services con ...