Core-Cast

December 22, 2023 by Skanda Amarnath — 4 min read

November Core-Cast Post-PCE: What Made The Fed Dovish A Week Ago Becomes More Visible To The Public

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 how inflation components and themes are performing relative to what transpires when inflation is...

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November Core-Cast Post-GDP: Financial Services Revisions Weigh Favorably For A March Cut (For Now)

Skanda Amarnath — 4 min read

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

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November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited.

Skanda Amarnath — 6 min read

Core-Cast Core Inflation Core PCE State Space Core Services Ex Housing Inflation Data Recap FOMC Federal Reserve

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November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging

Skanda Amarnath — 5 min read

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

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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

November Core-Cast Post-PCE: What Made The Fed Dovish A Week Ago Becomes More Visible To The Public

November Core-Cast Post-GDP: Financial Services Revisions Weigh Favorably For A March Cut (For Now)

November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited.

November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging

November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play

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