Ernie Tedeschi says a simple ARIMA model for core goods PCE produces a forecast similar to the NY Fed’s approach. He still prefers the NY Fed method because it accounts for post-2025 tariff differences across products such as NAND flash memory.
published
Ernie Tedeschi says a simple ARIMA model for core goods PCE produces a forecast similar to the NY Fed’s approach. He still prefers the NY Fed method because it accounts for post-2025 tariff differences across products such as NAND flash memory.
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I sold the $AAPL $320 Puts for 11/20 - $5.30
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