Fed Policy

October 27, 2023 by Skanda Amarnath — 5 min read

September Core-Cast Post-PCE: Soft ECI Tea Leaves, Core PCE Still Poised To Underperform Fed Projections

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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September Core-Cast Post-GDP: Minimal Revisions But Growing Signs of a Soft Q3 ECI That Should End Hiking Ambitions

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors GDP PCE Federal Reserve Fed Policy

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September Core-Cast Post-CPI: Hotter PCE Components Keep A Q4 Hike In Play

Skanda Amarnath — 4 min read

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

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Revised Fedspeak Monitor - October 1, 2023

Alex Williams & Skanda Amarnath — 3 min read

Federal Reserve Fed Expectations Fed Policy Fedspeak Systematic Monitors Monetary Policy Macro and Markets

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September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

Skanda Amarnath — 8 min read

Monetary Policy Fed Policy State Space Federal Reserve Macro and Markets Inflation FOMC Recap

September Core-Cast Post-PCE: Soft ECI Tea Leaves, Core PCE Still Poised To Underperform Fed Projections

September Core-Cast Post-GDP: Minimal Revisions But Growing Signs of a Soft Q3 ECI That Should End Hiking Ambitions

September Core-Cast Post-CPI: Hotter PCE Components Keep A Q4 Hike In Play

Revised Fedspeak Monitor - October 1, 2023

September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

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