Fed Policy

177 posts

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April 5, 2024 by Skanda Amarnath — 10 min read

March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump [Corrected Table]

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

March 2024 FOMC Recap: The Fed's Game Plan is Still Normalization

Preston Mui — 8 min read

There was a lot to like from the FOMC press conference this week. Here are the highlights from Powell’s press conference.

FOMC Federal Reserve Fed Policy

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Feb Core-Cast Post-CPI: Better Than It Looks. Solidifies The Base Case For A June Cut But A Path To A May Cut Still Exists

Skanda Amarnath — 4 min read

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

Paid-members

Jan Core-Cast Post-CPI: Residual Seasonality Dominates. First Cut Now Close To A Toss-Up Between May & June

Skanda Amarnath — 6 min read

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

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