CPI

March 11, 2024 by Skanda Amarnath — 8 min read

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

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 how inflation components and themes are performing relative to what transpires when inflation is...

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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

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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

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January Inflation Preview: High Stakes Data Releases With Fat Tails On Both Sides

Skanda Amarnath — 8 min read

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

Paid-members

Core-Cast CPI Seasonal Factor Revisions: Marginally Stronger Q4 Opens More Downside Risk For January

Skanda Amarnath — 4 min read

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

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

January Inflation Preview: High Stakes Data Releases With Fat Tails On Both Sides

Core-Cast CPI Seasonal Factor Revisions: Marginally Stronger Q4 Opens More Downside Risk For January

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