Core Services Ex Housing

June 30, 2023 by Skanda Amarnath — 4 min read

May Core-Cast Post-PCE - Confirming The Nowcast: Core Services Ex Housing Is Finally 'Cooperating' With Fed Goals

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 how inflation components and themes are performing relative to what transpires when inflation is...

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May Core-Cast Post-PCE - Confirming The Nowcast: Core Services Ex Housing Is Finally 'Cooperating' With Fed Goals

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing

Wage Passthrough to Prices is Minimal and Abating

Preston Mui — 7 min read

Throughout the pandemic recovery, high inflation has been attributed to tight labor markets and high wage growth. Fed officials have, for months, maintained that the labor market needs...

Core Services Ex Housing Fed Expectations Fed Policy Inflation Inflation Expectations Monetary Policy Wages

May Core-Cast Post-PPI: Confirming The Inflection Point - Monthly "Core Services Ex Housing" Inflation Should Align With Fed's 2% Goals in May

Skanda Amarnath — 5 min read

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

May Core-Cast Post-PPI: Confirming The Inflection Point - Monthly "Core Services Ex Housing" Inflation Should Align With Fed's 2% Goals in May

Skanda Amarnath — 2 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-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Systematic Monitors Recap Data

May Core-Cast Post-PCE - Confirming The Nowcast: Core Services Ex Housing Is Finally 'Cooperating' With Fed Goals

May Core-Cast Post-PCE - Confirming The Nowcast: Core Services Ex Housing Is Finally 'Cooperating' With Fed Goals

Wage Passthrough to Prices is Minimal and Abating

May Core-Cast Post-PPI: Confirming The Inflection Point - Monthly "Core Services Ex Housing" Inflation Should Align With Fed's 2% Goals in May

May Core-Cast Post-PPI: Confirming The Inflection Point - Monthly "Core Services Ex Housing" Inflation Should Align With Fed's 2% Goals in May

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