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Dec 29, 2023Liked by Matthew C. Klein

Wonderful coverage this year Matt!

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Great work as usual! Question for you: it looks like changes to PCE have outpaced both earnings and DPI . . . does that mean that PCE should come down soon enough, or that wages will catch up, or something else entirely? https://www.therandomwalk.co/p/consumption-has-grown-more-than-income

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