Inflation
229 postsSeptember Core-Cast Post-PPI Inflation Preview: Further Core PCE Progress Via PPI Revisions, Even As CPI May Look Hotter
An odd schedule of inflation releases this month, with PPI preceding CPI, makes for a more belated process for updating of our nowcasts carefully. Core-Cast is our nowcasting...
Fed Research Roundup: How Monetary Tightening Hurts Innovation Investment and the Supply Side
This is the first of our Fed Research Roundup series. In this post, we examine the question of whether monetary policy constrains the supply-side, and what that means for inflation.
August Core-Cast Post-PCE: The World Learns What Core-Cast Followers Knew Already - PCE Is Slowing Faster Than Fed Projections
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...