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Essential

PCE Price Index

The PCE price index is the Federal Reserve's preferred inflation gauge, and the one its 2% target is officially measured against.

Quick answer

PCE is the Federal Reserve's preferred inflation gauge, the one its 2% target is officially measured against. Core PCE is the version markets watch most closely.

Definition

The Personal Consumption Expenditures (PCE) price index measures price changes in consumer goods and services, calculated by the US Bureau of Economic Analysis. The Federal Reserve officially targets PCE inflation at 2%, which makes it the inflation measure that actually drives US rate decisions. Core PCE, which strips out food and energy, is the figure markets watch most. PCE tends to run slightly cooler than CPI because of different methodology and coverage.

How It Works

  • Broader coverage than CPI, including spending patterns that shift as prices change
  • Published monthly by the US Bureau of Economic Analysis
  • Core PCE excludes food and energy

Trading Tips

1

PCE moves matter most when they diverge from CPI, forcing the Fed to explain which gauge it trusts

2

Watch the monthly core rate: 0.2% or less supports steady policy, 0.3%+ revives hike talk

Sources

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