Federal Reserve

December 7, 2023 by Skanda Amarnath — 8 min read

November Inflation Preview: Headline Downside But Can Core PCE Keep A March "Normalization Cut" In Play?

Four Notes Ahead of the November Employment Report - We Are All On Sahm Rule Watch

Skanda Amarnath — 4 min read

Labor Markets Employment Jobs Day Preview Data Wages Macro and Markets Monetary Policy Federal Reserve Fed Policy

Fedspeak Monitor (11/27/23 - 12/1/23)

Preston Mui — 1 min read

Waller effectively put the nail in the coffin of further rate hikes with his comments this week.

Fedspeak Federal Reserve Fed Policy

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

Skanda Amarnath — 4 min read

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...

Core-Cast Core Inflation Core PCE Core Services Ex Housing PCE Data Recap Systematic Monitors Inflation Federal Reserve

The Fed in 2023: Buying into Deceleration

Preston Mui — 10 min read

In this piece, we’ll take a look at how the Fed’s thinking on the labor market has changed as the data validated or disproved various hypotheses in 2023.