Monetary Policy

November 30, 2023 by Skanda Amarnath — 4 min read

October Core-Cast Post-PCE: The Good News Keeps Coming In And Accelerates The Potential Timeline For Cuts

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 how inflation components and themes are performing relative to what transpires when inflation is...

October Core-Cast Post-CPI: This Should Be The Killshot To Hiking Ambitions (Await Confirmation From PPI)

Skanda Amarnath — 5 min read

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

November 2023 FOMC Preview: Long Yields Encourage Restraint

Preston Mui — 4 min read

The Fed will leave its target range for the Federal Funds Rate at 5.25%-5.50%. The big news between the last meeting and this is the large raise in long yields, which has several committee members thinking that there will be less need to hike.

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

September Core-Cast Post-PCE: Soft ECI Tea Leaves, Core PCE Still Poised To Underperform Fed Projections

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 Recap Data Nowcast Systematic Monitors

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September Core-Cast Post-GDP: Minimal Revisions But Growing Signs of a Soft Q3 ECI That Should End Hiking Ambitions

Skanda Amarnath — 4 min read

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

October Core-Cast Post-PCE: The Good News Keeps Coming In And Accelerates The Potential Timeline For Cuts

October Core-Cast Post-CPI: This Should Be The Killshot To Hiking Ambitions (Await Confirmation From PPI)

November 2023 FOMC Preview: Long Yields Encourage Restraint

September Core-Cast Post-PCE: Soft ECI Tea Leaves, Core PCE Still Poised To Underperform Fed Projections

September Core-Cast Post-GDP: Minimal Revisions But Growing Signs of a Soft Q3 ECI That Should End Hiking Ambitions

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