Inflation
235 postsJune 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'...
Unemployment is Up and Inflation has Fallen. A July Cut Should be on the Table.
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.
May Core-Cast Post-PCE: Right In Line With Our Nowcasts and Firming The Road To Beginning Cuts in September
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...
