Core-Cast

160 posts

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January 26, 2024 by Skanda Amarnath — 1 min read

December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed)

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

Paid-members

December Core-Cast Post-PPI: Shrugging Off The CPI Setback. A March Cut Re-Emerges As A Solid Base-Case

Skanda Amarnath — 4 min read

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

Paid-members

December Core-Cast Post-CPI: A Marginal Setback For The Prospect Of A March Cut

Skanda Amarnath — 6 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Inflation Fed Policy Federal Reserve Monetary Policy

December Inflation Preview: How Much More Disinflation Can Be "Banked" Before Q1 Begins?

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 Preview Core Inflation Core PCE Core Services Ex Housing CPI Inflation Systematic Monitors Data

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