ECI

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April 25, 2023 by Skanda Amarnath — 6 min read

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Skanda Amarnath — 6 min read

GDP Growth ECI PCE Wages Nowcast Inflation Core Services Ex Housing Core PCE

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Labor Market Recap March 2023: We’re Getting Something in Labor Supply Now

Preston Mui — 5 min read

ECI Employment Labor Markets Jobs Day Recap Wages

Q4 ECI - Quick Recap: Avoiding Hawkish Overreaction & Shading Down The Phillips Curve

Skanda Amarnath — 2 min read

Wage growth slowed in Q4 faster than consensus forecasts–-at an annualized rate just over 4%. We already noted in our preview that this would be very consistent...

ECI Wages Labor Markets FloorGLI Federal Reserve Fed Policy Monetary Policy

Q4 ECI Preview: Coincident Data Suggests Slowing, But Noise & Lags Risk Hawkish Overreaction

Skanda Amarnath — 3 min read

As we await the Q4 Employment Cost Index (ECI) release tomorrow (forecasting consensus: 1.2% QoQ, 4.9% CAGR; Q3: 1.2% QoQ, 4.8% CAGR), two key...

ECI Wages FloorGLI Inflation Labor Markets Monetary Policy Preview

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Labor Market Recap March 2023: We’re Getting Something in Labor Supply Now

Q4 ECI - Quick Recap: Avoiding Hawkish Overreaction & Shading Down The Phillips Curve

Q4 ECI Preview: Coincident Data Suggests Slowing, But Noise & Lags Risk Hawkish Overreaction

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