Inflation

Paid-members

June 10, 2024 by Skanda Amarnath — 8 min read

May Inflation Preview: The Rent & OER Relief Are Poised To Add Downside Risk Throughout The Summer

Freddie Mac's Proposed Product Could Worsen Inflation

Ashley George and others — 5 min read

We believe that the proposed product is not in the public interest, at least at this time, and would actively undermine Freddie Mac’s goals to support housing supply and affordability.

Housing Inflation

April Core-Cast Post-PCE: Watch Housing, Food Services, Financial Services & Wages For Signs of Further Progress

Skanda Amarnath — 5 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 Systematic Monitors Data Recap Nowcast

Paid-members

April Core-Cast Post-GDP: Minimal Shifts From Q1 GDP Revisions

Skanda Amarnath — 3 min read

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

Paid-members

April Core-Cast Post-CPI: Favorable Supercore But Goods Prices Still Run Too Strong For 2%-Consistent Outcomes

Skanda Amarnath — 4 min read

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

May Inflation Preview: The Rent & OER Relief Are Poised To Add Downside Risk Throughout The Summer

Freddie Mac's Proposed Product Could Worsen Inflation

April Core-Cast Post-PCE: Watch Housing, Food Services, Financial Services & Wages For Signs of Further Progress

April Core-Cast Post-GDP: Minimal Shifts From Q1 GDP Revisions

April Core-Cast Post-CPI: Favorable Supercore But Goods Prices Still Run Too Strong For 2%-Consistent Outcomes

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