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US Inflation Rises to 4.1% as Q1 GDP Revised Up to 2.1%

businessmacroeconomics 78 posts · 34 accounts

U.S. inflation rose to 4.1% in May, marking the highest annual reading for the personal consumption expenditures price index since April 2023, according to the Commerce Department. The core PCE gauge, which excludes volatile food and energy prices, climbed to 3.4% year over year, reaching its highest level since October 2023. While the headline monthly index rose 0.4%, slightly below the 0.5% consensus estimate, the core monthly print matched expectations at 0.3%.

First-quarter gross domestic product was revised up to an annualized 2.1%, accelerating from the previous estimate of 1.6%. The stronger growth figure was primarily driven by a decline in imports, which offset weaker consumer spending. Broader economic data also came in resilient, with initial jobless claims falling by 12,000 to 215,000 and both personal income and consumer spending rising by 0.7%. The combination of firmer economic activity and persistent price pressures reinforces the Federal Reserve's recent stance against easing monetary policy.

From the sources (25 posts)

@firstsquawk

SPAIN PPI (M/M) MAY: 1.0% (PREV 1.7%; PREV R 2.0%)

@financialjuice

CHICAGO NATIONAL ACTIVITY INDEX ACTUAL -0.1 (FORECAST 0.15, PREVIOUS 0.14) $MACRO

@deitaone

US JOBLESS CLAIMS -12K TO 215K IN JUN-20 WK; SURVEY 223K US JUN-13 WEEK CONTINUING CLAIMS +21K TO 1,821,000 US JUN-13 WEEK JOBLESS CLAIMS REVISED TO 227K

@firstsquawk

US INITIAL JOBLESS CLAIMS ACTUAL: 215K VS 226K PREVIOUS; EST 225K

@financialjuice

🔴 US INITIAL JOBLESS CLAIMS ACTUAL 215K (FORECAST 225K, PREVIOUS 226K) $MACRO

@firstsquawk

US GDP (QOQ) (Q1) ACTUAL: 2.1% VS 1.6% PREVIOUS; EST 1.6%

@financialjuice

US CONTINUED JOBLESS CLAIMS ACTUAL 1.821M (FORECAST 1.8015M, PREVIOUS 1.810M) $MACRO

@cryptorover

BREAKING: 🇺🇸 US PCE DATA PCE (YoY): ACTUAL: 4.1% vs. EXPECTED: 4.1% CORE PCE (YoY): ACTUAL: 3.4% vs. EXPECTED: 3.4%

@financialjuice

🔴 US DURABLE GOODS ACTUAL -4.5% (FORECAST -5%, PREVIOUS 8.0%) $MACRO

@financialjuice

US CORE DURABLE GOODS ACTUAL 1.3% (FORECAST 0.6%, PREVIOUS 1.1%) $MACRO

@bulltheoryio

BREAKING: PCE Price Index came in at 4.1% Expectations: 4.1% The highest reading since April 2023.

@financialjuice

US PERSONAL INCOME MOM ACTUAL 0.7% (FORECAST 0.4%, PREVIOUS 0.0%) $MACRO

@financialjuice

🔴 US GDP QOQ FINAL ACTUAL 2.1% (FORECAST 1.6%, PREVIOUS 1.6%) $MACRO

@zerohedge

PCE 0.4% MoM, Exp. 0.5% PCE Core 0.3% MoM, Exp. 0.3% PCE 4.1% YoY, Exp. 4.1% PCE Core 3.4% YoY, Exp. 3.4%

@maxcrypto

🚨 BREAKING 🚨 🇺🇸 US PCE came in at 4.1% Expectations: 4.1%

@financialjuice

US GDP DEFLATOR SA FINAL ACTUAL 3.6% (FORECAST -, PREVIOUS 3.5%) $MACRO

@deitaone

*US MAY PCE PRICE INDEX RISES 0.4% M/M; EST. +0.5% *US MAY PCE PRICE INDEX RISES 4.1% Y/Y; EST. +4.1% *US MAY CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3% *US MAY CORE PCE PRICE INDEX RISES 3.4% Y/Y; EST. +3.4%

@firstsquawk

US CORE PCE PRICE INDEX (MOM) (MAY) ACTUAL: 0.3% VS 0.2% PREVIOUS; EST 0.3%

@zerohedge

Personal Income 0.7%, Exp. 0.4% Personal Spending 0.6%, Exp. 0.4% Real Personal Spending 0.3%, Exp. 0.2%

@firstsquawk

US CORE PCE PRICE INDEX (YOY) (MAY) ACTUAL: 3.4% VS 3.3% PREVIOUS; EST 3.4%

@firstsquawk

US PERSONAL SPENDING (MOM) (MAY) ACTUAL: 0.7% VS 0.5% PREVIOUS; EST 0.6%

@firstsquawk

US DURABLE GOODS ORDERS (MOM) (MAY) ACTUAL: -4.5% VS 8.0% PREVIOUS; EST -5.0%

@deitaone

US 1Q FINAL GDP +2.1% VS PRELIM GDP +1.6%

@stockmktnewz

215K people filed for unemployment this past week in the United States 🇺🇸 below expectations 225K

@zerohedge

GDP Q2 second revision 2.1%, Exp. 1.6%, Last 1.6%

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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