AI Data Insight
In Q4 2025, the US PCE Goods Price Index reached 115.325, edging up by approximately 0.68% from 114.546 in the same period last year, officially ending the previous downward trend. The price resilience of durable goods and tariff policy expectations have become the core drivers pushing up recent goods inflation. As the goods deflation dividend fades, markets are concerned that the Federal Reserve's (Fed) rate cut path may be hindered.