CPI

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July 9, 2023 by Skanda Amarnath — 10 min read

June Inflation Preview: The Path To The Fed's 2% PCE Goals Is Getting Clearer But Not Soon Enough To Forestall a July Hike

Unit Labor Costs are Literally Constructed Using Prices

Preston Mui — 9 min read

One argument that the labor market is to blame for high inflation has been the significant rise in unit labor costs during the post-pandemic recovery. The most recent example comes from the ECB:

CPI Core PCE Data Economic Activity Inflation Labor Markets Methods Wages

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

Skanda Amarnath — 6 min read

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

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May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

Skanda Amarnath — 6 min read

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

May Inflation Preview: Last Month of Used Cars Driving Upside Risk?

Skanda Amarnath — 7 min read

Summary: The risks for May (CPI) are still tangibly to the upside, but developments from April CPI do shade favorably relative to what was the baseline headed into the April CPI preview.

Inflation Core Inflation Core-Cast Core PCE Data CPI Preview PCE

June Inflation Preview: The Path To The Fed's 2% PCE Goals Is Getting Clearer But Not Soon Enough To Forestall a July Hike

Unit Labor Costs are Literally Constructed Using Prices

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

May Inflation Preview: Last Month of Used Cars Driving Upside Risk?

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