Core Inflation

April 9, 2024 by Skanda Amarnath — 10 min read

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

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, import price index (IPI) data can prove occasionally relevant. There are also some high-leverage...

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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

Feb Core-Cast Post-PCE: Marginally Softer Than Our Nowcast & Shores Up Prospects For A June Rate Cut

Skanda Amarnath — 5 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 Core Inflation Core PCE Core Services Ex Housing PCE Recap Data Nowcast Systematic Monitors

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Feb Core-Cast Post-GDP: Marginally Lower Q4 Inflation Lowers Year-over-Year Nowcast Ahead of Tomorrow's Release

Skanda Amarnath — 3 min read

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

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Feb Core-Cast Post-PPI: Upside & Revisions All But End Prospects For A Preemptive Cut In May

Skanda Amarnath — 5 min read

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

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

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

Feb Core-Cast Post-PCE: Marginally Softer Than Our Nowcast & Shores Up Prospects For A June Rate Cut

Feb Core-Cast Post-GDP: Marginally Lower Q4 Inflation Lowers Year-over-Year Nowcast Ahead of Tomorrow's Release

Feb Core-Cast Post-PPI: Upside & Revisions All But End Prospects For A Preemptive Cut In May

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