Inflation
235 postsIs The Semiconductor Shortage Still Holding Up Automobile Production?
This is part of our Supply Chain Monitoring series usually made available exclusively for our Premium Donors. If you’re interested in gaining access to our Premium Donor...
February Core-Cast Post-PCE: The Dark Spaces Show Some Dovish Potential
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...
Prescriptive View: Biden Administration Could Use Healthcare Pricing Authorities to Limit Inflation
Earlier this year, the Center for Medicare & Medicaid Services (CMS) released the Advanced Notice of Proposed Rulemaking (ANPRM) for Medicare Advantage spending and methodological changes for CY...
Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not
Bottom Line: The consumer has proven to be resilient in its spending patterns in a number of respects, but real food consumption has not. Given the correction in...
