Paid-members January 16, 2025 by Skanda Amarnath — 5 min read December 2024 Core-Cast Post-IPI: We'll Keep Re-Checking But We're Sticking To Our Above-Consensus Nowcast For Now IPI Core-Cast Core Services Ex Housing Core PCE Core Inflation Inflation Nowcast Data Recap Systematic Monitors
Paid-members December 2024 Core-Cast Post-CPI: Better Than What We Feared Yesterday But Still Underwhelmed Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Inflation Recap Nowcast Data Systematic Monitors
Paid-members December 2024 Core-Cast Post-PPI: "Market-Based" Supercore Is Also Poised To Run Hot Now Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Recap Nowcast Systematic Monitors Data
Paid-members December 2024 Inflation Preview: The Fed Will Be Watching A Lot More Than Housing Inflation Progress Skanda Amarnath — 7 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Data
Paid-members 2025H1 Fed Outlook: The First Half of the Year Presents Many Plausible Fed Policy Paths Skanda Amarnath — 2 min read State Space Labor Markets Fed Policy Monetary Policy Core Inflation Inflation Federal Reserve Fed Expectations
