Inflation

July 10, 2024 by Skanda Amarnath — 8 min read

June 2024 Inflation Preview: Can All Of The Downside Catalysts Arrive Before The July Meeting? Unlikely But Not Impossible

This is a delayed and truncated version of the monthly inflation preview we first share with MacroSuite subscribers. Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give...

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June 2024 Inflation Preview: Can All Of The Downside Catalysts Arrive Before The July Meeting? Unlikely But Not Impossible

Skanda Amarnath — 8 min read

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

Unemployment is Up and Inflation has Fallen. A July Cut Should be on the Table.

Preston Mui — 4 min read

As the July meeting approaches and Powell testifies in front of Congress at this week’s Humphrey Hawkins hearings, Powell and the rest of the Committee should keep the door open to a cut at the July meeting.

Federal Reserve Fed Policy Inflation Labor Markets

May Core-Cast Post-PCE: Right In Line With Our Nowcasts and Firming The Road To Beginning Cuts in September

Skanda Amarnath — 7 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...

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

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May 2024 Core-Cast Post-GDP: Minimal Changes

Skanda Amarnath — 3 min read

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

June 2024 Inflation Preview: Can All Of The Downside Catalysts Arrive Before The July Meeting? Unlikely But Not Impossible

June 2024 Inflation Preview: Can All Of The Downside Catalysts Arrive Before The July Meeting? Unlikely But Not Impossible

Unemployment is Up and Inflation has Fallen. A July Cut Should be on the Table.

May Core-Cast Post-PCE: Right In Line With Our Nowcasts and Firming The Road To Beginning Cuts in September

May 2024 Core-Cast Post-GDP: Minimal Changes

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