CPI

Paid-members

April 10, 2024 by Skanda Amarnath — 5 min read

March Core-Cast Post-CPI: A Serious Setback For A June Cut. Baseline For Cuts Keeps Getting Pushed Out

Paid-members

Feb Core-Cast Post-CPI: Better Than It Looks. Solidifies The Base Case For A June Cut But A Path To A May Cut Still Exists

Skanda Amarnath — 4 min read

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

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Skanda Amarnath — 8 min read

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of...

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

Paid-members

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Skanda Amarnath — 8 min read

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

Paid-members

Jan Core-Cast Post-CPI: Residual Seasonality Dominates. First Cut Now Close To A Toss-Up Between May & June

Skanda Amarnath — 6 min read

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

March Core-Cast Post-CPI: A Serious Setback For A June Cut. Baseline For Cuts Keeps Getting Pushed Out

Feb Core-Cast Post-CPI: Better Than It Looks. Solidifies The Base Case For A June Cut But A Path To A May Cut Still Exists

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Jan Core-Cast Post-CPI: Residual Seasonality Dominates. First Cut Now Close To A Toss-Up Between May & June

Subscribe to new posts.