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 how inflation components and themes are performing relative to what transpires when inflation is...
The economy, as we all know, is mainly made up of goods and services that people buy and sell. This is an intuitive divide: when you pay for...
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“For the first time, we [central bankers] have had to really study [supply chains] carefully” - Chair Powell As we have argued, a substantial portion of post-pandemic inflation...
