Inflation

March 6, 2023 by Alex Williams — 4 min read

Where Are All The Cars?

The Auto Market Is Missing About Five Million Domestically-Produced Vehicles

The State Space: March 2023

Skanda Amarnath — 3 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.

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

Jan PCE & Core-Cast Recap: Upside Driven By Seasonality, Airfares, and Revisions To Opaque Components

Skanda Amarnath — 4 min read

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...

Recap Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation

Core-Cast: Import Price Data Tempers Upside PCE Nowcast For January. Year-over-Year Readings May Not Rise

Skanda Amarnath — 2 min read

Core-Cast is our real-time nowcasting model that tracks the Fed's preferred inflation gauges before and through their release date. Most of the Personal Consumption Expenditures (PCE)...

Nowcast Core-Cast Core Inflation Core PCE Core Services Ex Housing PCE Inflation Fed Policy

Core-Cast: Import Price Data Tempers Upside PCE Nowcast For January. Year-over-Year Readings May Not Rise

Skanda Amarnath — 2 min read

Nowcast Core-Cast Core Inflation Core PCE Core Services Ex Housing PCE Inflation Fed Policy

Where Are All The Cars?

The State Space: March 2023

Jan PCE & Core-Cast Recap: Upside Driven By Seasonality, Airfares, and Revisions To Opaque Components

Core-Cast: Import Price Data Tempers Upside PCE Nowcast For January. Year-over-Year Readings May Not Rise

Core-Cast: Import Price Data Tempers Upside PCE Nowcast For January. Year-over-Year Readings May Not Rise

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