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August PCE inflation lower due to new methods and energy prices, not true disinflation

Market News
30 Sep 2026
Seeking Alpha
View Source
Neutral
August PCE inflation lower due to new methods and energy prices, not true disinflation

August's PCE inflation came in lower than expected at 3.40% year-over-year, influenced by a new measurement method and subdued energy prices rather than a fundamental drop in inflation. The BEA's updated methodology reduces reported core PCE by about 0.20%, so caution is needed in interpreting the softer inflation figure. Rising energy prices in September and October are expected to push inflation higher again, while European inflation surprises suggest global inflation pressures persist, complicating the US goal of 2% inflation.

The story about August's PCE inflation and its measurement changes is presented with Pluang's market data for context. For readers following US stocks, here is Pluang's market snapshot as of Sep 30, 2026 23:31 WIB: Of 150 priced US stocks tradable on Pluang, 76 rose and 74 fell today. Notable movers include PLUG at USD 1.98 with a 1-day change of +3.40%, ZM at USD 91.35 with +3.39%, and GOOG at USD 348.63 with +3.35%.

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