Data

Headline and core, momentum over trailing windows, the services/goods/shelter split, energy and food, and a 14-component monthly heatmap.

Headline and core on BEA's chain-type indexes, run-rates, the durables / nondurables / services split and the food-and-energy wedge.

Final demand and two core cuts, the goods/services/construction split, the production pipeline from unprocessed intermediate through to final demand, and the components BEA sources core PCE from.

Growth contributions that sum to the headline, final sales, private domestic final purchases, GDP against GDI, and the price deflator.

Payrolls with the averages that actually matter, unemployment and U-6, the Sahm rule against its trigger, participation, wages against core prices, JOLTS turnover, and openings per unemployed person.

TIPS breakevens, the 5y5y forward the Fed cites when it calls expectations anchored, the Cleveland Fed model term structure, and household survey medians.