Core Services Ex Housing

March 31, 2023 by Skanda Amarnath — 5 min read

February Core-Cast Post-PCE: The Dark Spaces Show Some Dovish Potential

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...

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

Skanda Amarnath — 1 min read

Bottom Line: The consumer has proven to be resilient in its spending patterns in a number of respects, but real food consumption has not. Given the correction in...

Food Inflation Core Services Ex Housing Core Inflation Core PCE Consumption retail sales

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

Skanda Amarnath — 2 min read

Food Inflation Core Services Ex Housing Core PCE retail sales Consumption Core Inflation

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

February Core-Cast Post-PCE: The Dark Spaces Show Some Dovish Potential

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

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

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

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