Core Inflation

Paid-members

January 12, 2024 by Skanda Amarnath — 4 min read

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

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

Beyond Monetary Policy: Site-Neutral Medicare Payments Can Help Secure a Soft Landing

Ashley George and others — 11 min read

With healthcare costs projected to rise over the coming decade, a policy proposal that has been circulating is making Medicare reimbursements site-neutral. In this brief, we estimate the disinflation effects of implementing site-neutral payments for Medicare.

Core Inflation Inflation Healthcare Prescriptive

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

Paid-members

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

Skanda Amarnath — 8 min read

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

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

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

Beyond Monetary Policy: Site-Neutral Medicare Payments Can Help Secure a Soft Landing

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

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

Subscribe to new posts.