CPI

Paid-members

February 8, 2024 by Skanda Amarnath — 1 min read

Note: The CPI Seasonal Factor Revisions Might Stoke Overreaction, But Our Views Will Be Less Changed

Paid-members

December Core-Cast Post-CPI: A Marginal Setback For The Prospect Of A March Cut

Skanda Amarnath — 6 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Inflation Fed Policy Federal Reserve Monetary Policy

December Inflation Preview: How Much More Disinflation Can Be "Banked" Before Q1 Begins?

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 Preview Core Inflation Core PCE Core Services Ex Housing CPI Inflation Systematic Monitors Data

Paid-members

December Inflation Preview: How Much More Disinflation Can Be "Banked" Before Q1 Begins?

Skanda Amarnath — 8 min read

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

Paid-members

November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play

Skanda Amarnath — 6 min read

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

Note: The CPI Seasonal Factor Revisions Might Stoke Overreaction, But Our Views Will Be Less Changed

December Core-Cast Post-CPI: A Marginal Setback For The Prospect Of A March Cut

December Inflation Preview: How Much More Disinflation Can Be "Banked" Before Q1 Begins?

December Inflation Preview: How Much More Disinflation Can Be "Banked" Before Q1 Begins?

November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play

Subscribe to new posts.