Inflation

Paid-members

December 14, 2023 by Skanda Amarnath — 6 min read

November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited.

Paid-members

November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging

Skanda Amarnath — 5 min read

Core-Cast Core Inflation Core Services Ex Housing Core PCE Federal Reserve Fed Policy Monetary Policy Inflation PPI Recap

Paid-members

November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play

Skanda Amarnath — 6 min read

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

Paid-members

November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play

Skanda Amarnath — 6 min read

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

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

Skanda Amarnath — 8 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 Inflation Systematic Monitors CPI Preview Federal Reserve Fed Policy

November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited.

November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging

November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play

November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play

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

Subscribe to new posts.