The Global Dimension of Inflation: Exposing The Achilles' Heel of Stabilization Policy Skanda Amarnath
Paid-members December 13, 2023 by Skanda Amarnath — 5 min read November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging
Paid-members November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Data Nowcast Systematic Monitors
October Core-Cast Post-PPI: Upside Revisions Undermine Soft CPI But Should Be Enough To End The Hiking Cycle Skanda Amarnath — 4 min read
October Core-Cast Post-CPI: This Should Be The Killshot To Hiking Ambitions (Await Confirmation From PPI) Skanda Amarnath — 5 min read
Paid-members July Core-Cast Post-PPI: Soft CPI Blunted By...Spiking Prices For Portfolio Management & Investment Advice? Skanda Amarnath — 6 min read PPI Core-Cast Core PCE Core Inflation Core Services Ex Housing Inflation Data Nowcast Recap
