Inflation

229 posts

Paid-members

August Core-Cast Note: The Annual PCE Revisions Present Multiple Scenarios For Inflation and the Fed Funds Rate in Q4

Skanda Amarnath — 6 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation State Space Data Preview Systematic Monitors Nowcast

September FOMC Preview: Holding On To Optionality

Skanda Amarnath & Alex Williams — 7 min read

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Federal Reserve Fed Policy Fed Expectations Data Preview Systematic Monitors FOMC Monetary Policy Macro and Markets Labor Markets

Paid-members

August Core-Cast Post-PPI (Commentary): The CPI-PCE Wedge Helps The Fed and Core PCE Y/Y Now Below FOMC Projections

Skanda Amarnath — 6 min read

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

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