CPI

June 13, 2023 by Skanda Amarnath — 6 min read

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

Paid-members

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

Paid-members

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

Skanda Amarnath — 6 min read

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

Trucking Investment Might Just Keep On Truckin'

Alex Williams — 1 min read

What’s Happening: Despite signs of a “bloodbath” in the spot market for trucking, investment in the production of new trucks is set up to hold steady even...

CPI Economic Activity Energy Industrial Production Inflation Inflation Expectations Supply Chains

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?

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

Trucking Investment Might Just Keep On Truckin'

Subscribe to new posts.