GDP

27 posts

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February 28, 2024 by Skanda Amarnath — 4 min read

Jan Core-Cast Post-GDP Short Note: Marginally Less Upside Revision Than Previously Nowcasted

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

The Investment Picture — January 2024

Alex Williams — 8 min read

GDP growth this quarter was supported by consumption and government spending, while investment played a more muted role.

Investment GDP

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December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed)

Skanda Amarnath — 1 min read

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

Paid-members

November Core-Cast Post-GDP: Financial Services Revisions Weigh Favorably For A March Cut (For Now)

Skanda Amarnath — 4 min read

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

Paid-members

October Core-Cast Post-GDP: Favorable Downside Revisions Keep The Hiking Cycle Dead And Bring Forward Easing Discussions

Skanda Amarnath — 4 min read

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

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