Log-in here if you’re a member with access to the Closer. Consumer electronic devices are beginning to see price hikes as a result of higher memory prices. TLog-in here if you’re a member with access to the Closer. Consumer electronic devices are beginning to see price hikes as a result of higher memory prices. T

The Closer – Breadth Disconnects, Price Hikes, PCE – 6/25/26

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  • Consumer electronic devices are beginning to see price hikes as a result of higher memory prices.
  • The S&P 500 has had a record share of days over the past 50-, 120-, and 200-trading days where price went in one direction and daily breadth went in the other.
  • All rates of change for core PCE ex. rent are above 2%, meaning that even with zero rent core inflation is still comfortably above target.

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The post The Closer – Breadth Disconnects, Price Hikes, PCE – 6/25/26 first appeared on Bespoke Investment Group.
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