Inflation

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May 1, 2023 by Alex Williams — 4 min read

Airfares Inflation and Refinery Capacity: An Unexpected Link

The Fed is worried about PCE Core Services ex-Housing (CSXHP) because it sees this category as the least likely to see disinflationary progress owing to wage pressures. However—as we have pointed out—CSXHP is composed of a number of components...

Paid-members

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Skanda Amarnath — 6 min read

GDP Growth ECI PCE Wages Nowcast Inflation Core Services Ex Housing Core PCE

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Skanda Amarnath — 6 min read

GDP Growth ECI PCE Wages Nowcast Inflation Core Services Ex Housing Core PCE

Mid-April State Space: All Still To Play For

Skanda Amarnath — 1 min read

Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states. We...

State Space Macro and Markets Monetary Policy Labor Markets Growth Expectations Inflation Expectations Core Inflation Inflation Wages Fed Policy

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Mid-April State Space: All Still To Play For

Skanda Amarnath — 4 min read

State Space Macro and Markets Monetary Policy Labor Markets Growth Expectations Inflation Expectations Core Inflation Inflation Wages Fed Policy

Airfares Inflation and Refinery Capacity: An Unexpected Link

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Mid-April State Space: All Still To Play For

Mid-April State Space: All Still To Play For

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