Core Services Ex Housing

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September 22, 2023 by Skanda Amarnath — 6 min read

August Core-Cast Note: The Annual PCE Revisions Present Multiple Scenarios For Inflation and the Fed Funds Rate in Q4

September FOMC Preview: Holding On To Optionality

Skanda Amarnath & Alex Williams — 7 min read

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Federal Reserve Fed Policy Fed Expectations Data Preview Systematic Monitors FOMC Monetary Policy Macro and Markets Labor Markets

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August Core-Cast Post-PPI (Commentary): The CPI-PCE Wedge Helps The Fed and Core PCE Y/Y Now Below FOMC Projections

Skanda Amarnath — 6 min read

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

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August Core-Cast Post-PPI (Short Version): The CPI-PCE Wedge Helps The Fed and Core PCE Y/Y Now Below FOMC Projections

Skanda Amarnath — 2 min read

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

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August Core-Cast Post-CPI: Avoid Overreacting To Upside "Wedge Effects" That Are Irrelevant To PCE

Skanda Amarnath — 5 min read

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

August Core-Cast Note: The Annual PCE Revisions Present Multiple Scenarios For Inflation and the Fed Funds Rate in Q4

September FOMC Preview: Holding On To Optionality

August Core-Cast Post-PPI (Commentary): The CPI-PCE Wedge Helps The Fed and Core PCE Y/Y Now Below FOMC Projections

August Core-Cast Post-PPI (Short Version): The CPI-PCE Wedge Helps The Fed and Core PCE Y/Y Now Below FOMC Projections

August Core-Cast Post-CPI: Avoid Overreacting To Upside "Wedge Effects" That Are Irrelevant To PCE

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