Monetary Policy

April 30, 2023 by Skanda Amarnath — 7 min read

May FOMC Preview: Without Serious Risk Management, The Fed Will Keep Getting Mugged On All Sides

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March Core-Cast Post-PCE: PCE Has Unique Downside - Core Services Ex Housing Can Enter The '2% PCE Ballpark'

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 PCE Core Inflation Core Services Ex Housing Core-Cast PCE Nowcast Data Monetary Policy Recap

March Core-Cast Post-PCE: PCE Has Unique Downside - Core Services Ex Housing Can Enter The '2% PCE Ballpark'

Skanda Amarnath — 5 min read

Core PCE Core Inflation Core Services Ex Housing Core-Cast PCE Nowcast Data Monetary Policy Recap

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Fedspeak Monitor: April 23rd

Alex Williams & Skanda Amarnath — 2 min read

Federal Reserve Fed Expectations Fed Policy Fed Pricing FOMC Inflation Expectations Monetary Policy Systematic Monitors

Fedspeak Monitor: April 23rd

Alex Williams & Skanda Amarnath — 1 min read

We’ve received a flurry of Fedspeak ahead of the blackout period. But given how little new macroeconomic data we have received since the SVB fallout (most March...

Federal Reserve Fed Expectations Fed Policy Fed Pricing FOMC Inflation Expectations Monetary Policy

May FOMC Preview: Without Serious Risk Management, The Fed Will Keep Getting Mugged On All Sides

March Core-Cast Post-PCE: PCE Has Unique Downside - Core Services Ex Housing Can Enter The '2% PCE Ballpark'

March Core-Cast Post-PCE: PCE Has Unique Downside - Core Services Ex Housing Can Enter The '2% PCE Ballpark'

Fedspeak Monitor: April 23rd

Fedspeak Monitor: April 23rd

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