Core Inflation

May 7, 2023 by Skanda Amarnath — 9 min read

April Inflation Preview - Can PCE Silver Linings Overcome CPI Bite from the Used Cars Wolf and a "Slow Slowdown" in Rent CPI?

March Core-Cast Post-PCE: PCE Has Unique Downside - Core Services Ex Housing Can Enter The '2% PCE Ballpark'

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 PCE Core Inflation Core Services Ex Housing Core-Cast PCE Nowcast Data Monetary Policy Recap

March Core-Cast Post-PCE: PCE Has Unique Downside - Core Services Ex Housing Can Enter The '2% PCE Ballpark'

Skanda Amarnath — 5 min read

Core PCE Core Inflation Core Services Ex Housing Core-Cast PCE Nowcast Data Monetary Policy Recap

Mid-April State Space: All Still To Play For

Skanda Amarnath — 1 min read

Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states. We...

State Space Macro and Markets Monetary Policy Labor Markets Growth Expectations Inflation Expectations Core Inflation Inflation Wages Fed Policy

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Mid-April State Space: All Still To Play For

Skanda Amarnath — 4 min read

State Space Macro and Markets Monetary Policy Labor Markets Growth Expectations Inflation Expectations Core Inflation Inflation Wages Fed Policy

April Inflation Preview - Can PCE Silver Linings Overcome CPI Bite from the Used Cars Wolf and a "Slow Slowdown" in Rent CPI?

March Core-Cast Post-PCE: PCE Has Unique Downside - Core Services Ex Housing Can Enter The '2% PCE Ballpark'

March Core-Cast Post-PCE: PCE Has Unique Downside - Core Services Ex Housing Can Enter The '2% PCE Ballpark'

Mid-April State Space: All Still To Play For

Mid-April State Space: All Still To Play For

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