Core Inflation

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September 11, 2024 by Skanda Amarnath — 4 min read

August 2024 Post-CPI Core-Cast: Despite Surprising Housing Lags, PCE Implications Are More Benign & Encouraging

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August 2024 Inflation Preview: This Should Be Benign

Skanda Amarnath — 5 min read

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

July 2024 Core-Cast Post-PCE: No Real Surprises. Just 2 Basis Points Above Our Nowcasts

Skanda Amarnath — 3 min read

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,...

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

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July 2024 Core-Cast Post-GDP: Q2 Revisions Shade Down Year-over-Year Readings A Few Bps. Core PCE M/M Nowcast Remains Unchanged

Skanda Amarnath — 3 min read

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

Paid-members

July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt

Skanda Amarnath — 4 min read

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

August 2024 Post-CPI Core-Cast: Despite Surprising Housing Lags, PCE Implications Are More Benign & Encouraging

August 2024 Inflation Preview: This Should Be Benign

July 2024 Core-Cast Post-PCE: No Real Surprises. Just 2 Basis Points Above Our Nowcasts

July 2024 Core-Cast Post-GDP: Q2 Revisions Shade Down Year-over-Year Readings A Few Bps. Core PCE M/M Nowcast Remains Unchanged

July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt

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