Core Inflation

Paid-members

March 24, 2023 by Skanda Amarnath — 2 min read

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

The State Space: Mid-March Update

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

The State Space: Mid-March Update

Skanda Amarnath — 3 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

February Core-Cast Post-PPI: Better News For February PCE Thanks To Airfares Reversal

Skanda Amarnath — 4 min read

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

February Core-Cast: What February CPI Tells Us About The Fed's PCE Inflation Gauges

Skanda Amarnath — 6 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...

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

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

The State Space: Mid-March Update

The State Space: Mid-March Update

February Core-Cast Post-PPI: Better News For February PCE Thanks To Airfares Reversal

February Core-Cast: What February CPI Tells Us About The Fed's PCE Inflation Gauges

Subscribe to new posts.