Paid-members November 11, 2024 by Skanda Amarnath — 8 min read October 2024 Inflation Preview: Consensus Is Right To See Upside Risk, But Larger Risks For PCE Are Coiling Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Preview Systematic Monitors CPI
Paid-members September 2024 Core-Cast Post-CPI: Upside Surprises Likely Push Core PCE Out of Fed's Year-End Projections Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Data Systematic Monitors
Paid-members September 2024 Core-Cast Inflation Preview: Wedge Issues - Core CPI Has Upside Surprise Potential Alongside Better Core PCE Readings Skanda Amarnath — 7 min read Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Preview Nowcast Data CPI Systematic Monitors
Paid-members August 2024 Post-CPI Core-Cast: Despite Surprising Housing Lags, PCE Implications Are More Benign & Encouraging Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast Data Recap Systematic Monitors CPI
Paid-members July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Nowcast Data Systematic Monitors Inflation