Inflation

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June 14, 2023 by Skanda Amarnath — 5 min read

May Core-Cast Post-PPI: Confirming The Inflection Point - Monthly "Core Services Ex Housing" Inflation Should Align With Fed's 2% Goals in May

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

Skanda Amarnath — 6 min read

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

Paid-members

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

Skanda Amarnath — 6 min read

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

May Inflation Preview: Last Month of Used Cars Driving Upside Risk?

Skanda Amarnath — 7 min read

Summary: The risks for May (CPI) are still tangibly to the upside, but developments from April CPI do shade favorably relative to what was the baseline headed into the April CPI preview.

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

Paid-members

May Inflation Preview - Last Month of Used Cars Driving Upside Risk?

Skanda Amarnath — 6 min read

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

May Core-Cast Post-PPI: Confirming The Inflection Point - Monthly "Core Services Ex Housing" Inflation Should Align With Fed's 2% Goals in May

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

May Inflation Preview: Last Month of Used Cars Driving Upside Risk?

May Inflation Preview - Last Month of Used Cars Driving Upside Risk?

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