Core PCE

May 9, 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?

This preview was originally released this past weekend to Premium Donors. If you would like to get the first look at this kind of content, please feel free to reach out to us here Summary: The risks for April (CPI) are tangibly...

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

Skanda Amarnath — 9 min read

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

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

Skanda Amarnath — 9 min read

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

Airfares Inflation and Refinery Capacity: An Unexpected Link

Alex Williams — 1 min read

The Fed is worried about PCE Core Services ex-Housing (CSXHP) because it sees this category as the least likely to see disinflationary progress owing to wage pressures. However—as we have pointed out—CSXHP is composed of...

Core Services Ex Housing Core PCE Inflation Oil PCE Supply Chains

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Airfares Inflation and Refinery Capacity: An Unexpected Link

Alex Williams — 4 min read

The Fed is worried about PCE Core Services ex-Housing (CSXHP) because it sees this category as the least likely to see disinflationary progress owing to wage pressures. However—as we have pointed out—CSXHP is composed of a number of components...

Core Services Ex Housing Core PCE Inflation Oil PCE Supply Chains

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

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

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

Airfares Inflation and Refinery Capacity: An Unexpected Link

Airfares Inflation and Refinery Capacity: An Unexpected Link

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