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February 9, 2024 by Skanda Amarnath — 4 min read

Core-Cast CPI Seasonal Factor Revisions: Marginally Stronger Q4 Opens More Downside Risk For January

Paid-members

December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed)

Skanda Amarnath — 1 min read

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

Paid-members

December Core-Cast Post-PPI: Shrugging Off The CPI Setback. A March Cut Re-Emerges As A Solid Base-Case

Skanda Amarnath — 4 min read

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

Paid-members

December Core-Cast Post-CPI: A Marginal Setback For The Prospect Of A March Cut

Skanda Amarnath — 6 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Inflation Fed Policy Federal Reserve Monetary Policy

November Core-Cast Post-PCE: What Made The Fed Dovish A Week Ago Becomes More Visible To The Public

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...

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

Core-Cast CPI Seasonal Factor Revisions: Marginally Stronger Q4 Opens More Downside Risk For January

December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed)

December Core-Cast Post-PPI: Shrugging Off The CPI Setback. A March Cut Re-Emerges As A Solid Base-Case

December Core-Cast Post-CPI: A Marginal Setback For The Prospect Of A March Cut

November Core-Cast Post-PCE: What Made The Fed Dovish A Week Ago Becomes More Visible To The Public

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