Data

November 30, 2023 by Skanda Amarnath — 4 min read

October Core-Cast Post-PCE: The Good News Keeps Coming In And Accelerates The Potential Timeline For Cuts

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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October Core-Cast Post-GDP: Favorable Downside Revisions Keep The Hiking Cycle Dead And Bring Forward Easing Discussions

Skanda Amarnath — 4 min read

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

Activity Update: Data-Light Week That Likely Fails To Capture Some Critical Dynamics - November 25, 2023

Skanda Amarnath — 2 min read

Activity Indices Activity Monitor Economic Activity Growth Systematic Monitors Data Recap

Activity Update: A Slowdown Is Here. Will The Reasons For Subsequent Improvement Pan Out?

Skanda Amarnath — 3 min read

Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors

October Core-Cast Post-PPI: Upside Revisions Undermine Soft CPI But Should Be Enough To End The Hiking Cycle