CPI

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May 15, 2024 by Skanda Amarnath — 4 min read

April Core-Cast Post-CPI: Favorable Supercore But Goods Prices Still Run Too Strong For 2%-Consistent Outcomes

April Inflation Preview: Tech, Stocks & Seasonals: What Went So Wrong (& Right) In Q1? What Does It Tell Us About Q2?

Skanda Amarnath — 12 min read

This is a truncated version of the preview initially made available to our exclusive distribution this past Friday. Core-Cast is our nowcasting model to track the Fed'...

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

Paid-members

April Inflation Preview: Tech, Stocks & Seasonals: What Went So Wrong (& Right) In Q1? What Does It Tell Us About Q2?

Skanda Amarnath — 12 min read

Preview Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing CPI PPI PCE Nowcast

Paid-members

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

Skanda Amarnath — 5 min read

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

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

April Core-Cast Post-CPI: Favorable Supercore But Goods Prices Still Run Too Strong For 2%-Consistent Outcomes

April Inflation Preview: Tech, Stocks & Seasonals: What Went So Wrong (& Right) In Q1? What Does It Tell Us About Q2?

April Inflation Preview: Tech, Stocks & Seasonals: What Went So Wrong (& Right) In Q1? What Does It Tell Us About Q2?

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

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