Inflation

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February 13, 2024 by Skanda Amarnath — 6 min read

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

January Inflation Preview: High Stakes Data Releases With Fat Tails On Both Sides

Skanda Amarnath — 8 min read

Our inflation previews are typically released to the public with a delay relative to what we provide to our exclusive High Frequency Descriptive Analysis (HFDA) distribution subscribers. The...

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

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January Inflation Preview: High Stakes Data Releases With Fat Tails On Both Sides

Skanda Amarnath — 8 min read

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

Paid-members

Core-Cast CPI Seasonal Factor Revisions: Marginally Stronger Q4 Opens More Downside Risk For January

Skanda Amarnath — 4 min read

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

Paid-members

Note: The CPI Seasonal Factor Revisions Might Stoke Overreaction, But Our Views Will Be Less Changed

Skanda Amarnath — 1 min read

Core Inflation Core PCE Inflation CPI PCE Core-Cast Preview Data

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

January Inflation Preview: High Stakes Data Releases With Fat Tails On Both Sides

January Inflation Preview: High Stakes Data Releases With Fat Tails On Both Sides

Core-Cast CPI Seasonal Factor Revisions: Marginally Stronger Q4 Opens More Downside Risk For January

Note: The CPI Seasonal Factor Revisions Might Stoke Overreaction, But Our Views Will Be Less Changed

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