Core Inflation

April 11, 2023 by Skanda Amarnath — 8 min read

March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

This preview was published three days ago for our Premium Donor distribution. Consider subscribing if you would like to support our public research and advocacy work, and receive early access to our data release previews. Summary: The risks for March and Q1...

March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

Skanda Amarnath — 8 min read

Core Inflation Core PCE Core-Cast CPI PCE Core Services Ex Housing Inflation Preview

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March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

Skanda Amarnath — 8 min read

Core Inflation Core PCE Core-Cast CPI PCE Core Services Ex Housing Inflation Preview

February Core-Cast Post-PCE: The Dark Spaces Show Some Dovish Potential

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

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Skanda Amarnath — 1 min read

Bottom Line: The consumer has proven to be resilient in its spending patterns in a number of respects, but real food consumption has not. Given the correction in...

Food Inflation Core Services Ex Housing Core Inflation Core PCE Consumption retail sales

March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

February Core-Cast Post-PCE: The Dark Spaces Show Some Dovish Potential

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

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