GDP

Paid-members

August 30, 2023 by Skanda Amarnath — 5 min read

July Core-Cast Post-GDP Revisions: Q2 Revisions Bode Well For Year-over-Year Readings (But Push Up Monthly Nowcast)

June Core-Cast Post-GDP: Core & Supercore Will Be Dragged Down By Input Costs, Imputed Financial Services & Better Than Expected Airfares

Skanda Amarnath — 1 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...

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

Paid-members

June Core-Cast Post-GDP: Core & Supercore Will Be Dragged Down By Input Costs, Imputed Financial Services & Better Than Expected Airfares

Skanda Amarnath — 6 min read

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

Causal Theme: The Cautious Case For Productivity Optimism

Skanda Amarnath — 10 min read

From the outset, I should say that I am a bigger skeptic of productivity data than most. Once you know how the sausage is made, you will be...

Data Supply Chains Potential Output Causal Theme Productivity Growth GDP

Paid-members

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Skanda Amarnath — 6 min read

GDP Growth ECI PCE Wages Nowcast Inflation Core Services Ex Housing Core PCE

July Core-Cast Post-GDP Revisions: Q2 Revisions Bode Well For Year-over-Year Readings (But Push Up Monthly Nowcast)

June Core-Cast Post-GDP: Core & Supercore Will Be Dragged Down By Input Costs, Imputed Financial Services & Better Than Expected Airfares

June Core-Cast Post-GDP: Core & Supercore Will Be Dragged Down By Input Costs, Imputed Financial Services & Better Than Expected Airfares

Causal Theme: The Cautious Case For Productivity Optimism

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Subscribe to new posts.