CPI

93 posts

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August 14, 2024 by Skanda Amarnath — 4 min read

July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt

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

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July 2024 Inflation Preview: Seasonal Factors Pose Upside Risk To CPI But PCE Should Show More Progress

Skanda Amarnath — 8 min read

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

The Fed's Other Supply-Side Dilemma: Today's Restrictive Policies Are Deteriorating Tomorrow's Housing Supply Outlook

Skanda Amarnath — 4 min read

Today's data largely confirmed what we've known for some time now: the Fed's restrictive policies are restricting the level and growth of...

Housing Inflation Fed Policy PCE CPI Economic Activity Investment Supply Side Monetary Policy

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June Core-Cast Post-CPI: Downside Risks Materialize But Less Disinflationary For PCE. Airfares & Financial Services PPI Still Loom Large Tomorrow

Skanda Amarnath — 5 min read

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

Paid-members

May Core-Cast Post-CPI: An Encouraging Print For The Fed To Begin Interest Rate Cuts In September

Skanda Amarnath — 4 min read

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

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