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March 9, 2024 by Skanda Amarnath — 8 min read

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Jan Core-Cast Post-PCE: No Major Surprises But Jan-Feb Residual Seasonality Seems Likely To Headfake The Fed

Skanda Amarnath — 4 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 PCE Recap Data Systematic Monitors Nowcast

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Jan Core-Cast Post-GDP Short Note: Marginally Less Upside Revision Than Previously Nowcasted

Skanda Amarnath — 4 min read

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

Paid-members

Jan Core-Cast Post-PPI: No Surprises...PPI Inputs Are Right In Line With Our Existing Nowcasts

Skanda Amarnath — 4 min read

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

Paid-members

Jan Core-Cast Post-CPI: Residual Seasonality Dominates. First Cut Now Close To A Toss-Up Between May & June

Skanda Amarnath — 6 min read

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

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Jan Core-Cast Post-PCE: No Major Surprises But Jan-Feb Residual Seasonality Seems Likely To Headfake The Fed

Jan Core-Cast Post-GDP Short Note: Marginally Less Upside Revision Than Previously Nowcasted

Jan Core-Cast Post-PPI: No Surprises...PPI Inputs Are Right In Line With Our Existing Nowcasts

Jan Core-Cast Post-CPI: Residual Seasonality Dominates. First Cut Now Close To A Toss-Up Between May & June

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