Paid-members March 9, 2024 by Skanda Amarnath — 8 min read Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed 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
Paid-members 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
Paid-members Note: The CPI Seasonal Factor Revisions Might Stoke Overreaction, But Our Views Will Be Less Changed Skanda Amarnath — 1 min read Core Inflation Core PCE Inflation CPI PCE Core-Cast Preview Data
