Inflation
268 postsThe Supply Problem In The Fed's Framework - Part 1: What Should the Fed Do About Tariff Inflation?
Tariffs are back. With President Trump implementing and still proposing sweeping new import tariffs, the U.S. economy is staring down the barrel of policy-driven price increases and...
February 2025 Core-Cast Post-PCE: We Saw The Upside. And We May See More Upside In The Next Few Months
Core-Cast is our model and publication series for nowcasting the Fed's Personal Consumption Expenditures (PCE) inflation gauges. We update our estimates from CPI, PPI, Import Price,...
March 2025 FOMC Recap
The uncertainty over tariffs put inflation targeting’s weakness on display.
