Core-Cast

160 posts

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April 25, 2024 by Skanda Amarnath — 5 min read

Mar Core-Cast Post-GDP: Lagging Consensus Keeps Getting Rudely Awakened To Core PCE Upside & Revisions

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

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March Core-Cast Post-PPI: A Serious Setback For Even A July Cut. A Series Of Unfortunate Inflation Developments

Skanda Amarnath — 4 min read

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

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March Core-Cast Post-CPI: A Serious Setback For A June Cut. Baseline For Cuts Keeps Getting Pushed Out

Skanda Amarnath — 5 min read

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

March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump

Skanda Amarnath — 10 min read

Most of the Personal Consumption Expenditures (PCE) inflation gauges are sourced from Consumer Price Index (CPI) data, but Producer Price Index (PPI) input data is of increasing relevance,...

Preview Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Data Systematic Monitors Fed Policy Nowcast

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March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump [Corrected Table]

Skanda Amarnath — 10 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Preview Nowcast Data Fed Policy

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