Fed Policy

July 26, 2024 by Skanda Amarnath — 5 min read

June 2024 Core-Cast Post-PCE: More Signs That Disinflationary Dynamics Remain Intact Within Q2

Most of the Personal Consumption Expenditures (PCE) inflation gauges are sourced from Consumer Price Index (CPI) data, but Producer Price Index (PPI) input data is of increasing relevance, import price index (IPI) data can prove occasionally relevant. There are also some high-leverage...

The Fed's Other Supply-Side Dilemma: Today's Restrictive Policies Are Deteriorating Tomorrow's Housing Supply Outlook

Skanda Amarnath — 4 min read

Today's data largely confirmed what we've known for some time now: the Fed's restrictive policies are restricting the level and growth of...

Housing Inflation Fed Policy PCE CPI Economic Activity Investment Supply Side Monetary Policy

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June Core-Cast Post-CPI: Downside Risks Materialize But Less Disinflationary For PCE. Airfares & Financial Services PPI Still Loom Large Tomorrow

Skanda Amarnath — 5 min read

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

Unemployment is Up and Inflation has Fallen. A July Cut Should be on the Table.

Preston Mui — 4 min read

As the July meeting approaches and Powell testifies in front of Congress at this week’s Humphrey Hawkins hearings, Powell and the rest of the Committee should keep the door open to a cut at the July meeting.

Federal Reserve Fed Policy Inflation Labor Markets

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Fedspeak Monitor 7/6/24

Preston Mui — 1 min read

While still no one is willing to explicitly say it's time to go, the Fedspeak leaned dovish this week.

Federal Reserve Fed Policy Fedspeak

June 2024 Core-Cast Post-PCE: More Signs That Disinflationary Dynamics Remain Intact Within Q2

The Fed's Other Supply-Side Dilemma: Today's Restrictive Policies Are Deteriorating Tomorrow's Housing Supply Outlook

June Core-Cast Post-CPI: Downside Risks Materialize But Less Disinflationary For PCE. Airfares & Financial Services PPI Still Loom Large Tomorrow

Unemployment is Up and Inflation has Fallen. A July Cut Should be on the Table.

Fedspeak Monitor 7/6/24

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