CPI

March 9, 2023 by Skanda Amarnath — 4 min read

Feb CPI - Short Preview: Inflection Points - Headline Upside (Putin), Core Downside (Used Cars)

Journalists can pretty much pre-write their headlines given the spike in oil prices. Year-over-year headline inflation readings are set to make new highs, potentially breaching 8% based on the food and energy impulse from what we might call the "Putin shock&...

Core-Cast: Year-over-Year PCE Inflation Readings Now Set To Move Higher From December To January

Skanda Amarnath — 3 min read

We're doing the dirty work of translating inflation inputs into PCE in real-time for you. There are some dark parts of PCE not related to CPI...

CPI Core PCE PCE Core Inflation Inflation Core-Cast Federal Reserve Nowcast Macro and Markets Monetary Policy

Introducing The Core-Cast: What We Learned About The Fed's PCE Inflation Gauges From January CPI

Skanda Amarnath — 2 min read

We're doing the dirty work of translating CPI to PCE in real-time for you. We'll be back on Thursday to provide an update after...

CPI PCE Core PCE Inflation Core Inflation Core Services Ex Housing Core-Cast Nowcast Data Monetary Policy

January Inflation Preview - Residual Seasonality & Stickier Services Pose Upside Risks

Skanda Amarnath — 6 min read

Summary: Relative to consensus forecasts, the risks for January & Q1 core inflation are now asymmetrically tilted to the upside (Jan core CPI ~ 0.4%). While we don&...

CPI Inflation Fed Policy

January Inflation Preview - Residual Seasonality & Stickier Services Pose Upside Risks

Skanda Amarnath — 6 min read

CPI Inflation Fed Policy

Feb CPI - Short Preview: Inflection Points - Headline Upside (Putin), Core Downside (Used Cars)

Core-Cast: Year-over-Year PCE Inflation Readings Now Set To Move Higher From December To January

Introducing The Core-Cast: What We Learned About The Fed's PCE Inflation Gauges From January CPI

January Inflation Preview - Residual Seasonality & Stickier Services Pose Upside Risks

January Inflation Preview - Residual Seasonality & Stickier Services Pose Upside Risks

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