In this episode, hosts Greg Daco and Laura Rosner-Warburton break down how the ongoing government shutdown is disrupting inflation data—and why an unprecedented pause in CPI reporting could complicate the economic outlook. They dive into the latest inflation trends, from softer-than-expected September CPI to the uneven effects of tariffs and shifting consumer behavior. With shelter costs cooling and travel prices steadying, the hosts explore what these dynamics mean for PCE inflation and the Federal Reserve’s next policy moves. Tune in for a clear, data-driven look at the forces shaping today’s inflation landscape.

⁠Greg⁠ is the current NABE President and Chief Economist at EY-Parthenon . ⁠Laura ⁠is a Senior Economist at MacroPolicy Perspectives.

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