Skanda Amarnath

548 posts

Paid-members

Feb Core-Cast Post-PPI: Upside & Revisions All But End Prospects For A Preemptive Cut In May

Skanda Amarnath — 5 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast PPI Recap Systematic Monitors Data

Paid-members

Feb Core-Cast Post-CPI: Better Than It Looks. Solidifies The Base Case For A June Cut But A Path To A May Cut Still Exists

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Nowcast Data Systematic Monitors Inflation

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Skanda Amarnath — 8 min read

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of...

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors

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