Monetary Policy

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December 13, 2023 by Skanda Amarnath — 5 min read

November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging

December 2023 FOMC Preview

Preston Mui — 6 min read

The Fed will hold, but will still probably not want to talk too much about 2024.

Federal Reserve FOMC Fed Expectations Data Preview Systematic Monitors Macro and Markets Monetary Policy

November Inflation Preview: Headline Downside But Can Core PCE Keep A March "Normalization Cut" In Play?

Skanda Amarnath — 8 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 Systematic Monitors CPI Preview Federal Reserve Fed Policy

November Inflation Preview: Headline Downside But Can Core PCE Keep A March "Normalization Cut" In Play?

Skanda Amarnath — 8 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Fed Policy Federal Reserve

Four Notes Ahead of the November Employment Report - We Are All On Sahm Rule Watch

Skanda Amarnath — 4 min read

Labor Markets Employment Jobs Day Preview Data Wages Macro and Markets Monetary Policy Federal Reserve Fed Policy

November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging

December 2023 FOMC Preview

November Inflation Preview: Headline Downside But Can Core PCE Keep A March "Normalization Cut" In Play?

November Inflation Preview: Headline Downside But Can Core PCE Keep A March "Normalization Cut" In Play?

Four Notes Ahead of the November Employment Report - We Are All On Sahm Rule Watch

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