Paid-members December 14, 2023 by Skanda Amarnath — 6 min read November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited. Core-Cast Core Inflation Core PCE State Space Core Services Ex Housing Inflation Data Recap FOMC Federal Reserve Fed Policy Monetary Policy Systematic Monitors Nowcast
Paid-members November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging Skanda Amarnath — 5 min read Core-Cast Core Inflation Core Services Ex Housing Core PCE Federal Reserve Fed Policy Monetary Policy Inflation PPI Recap
Paid-members November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Data Nowcast Systematic Monitors
Paid-members November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Systematic Monitors Data
Paid-members October Core-Cast Post-GDP: Favorable Downside Revisions Keep The Hiking Cycle Dead And Bring Forward Easing Discussions Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors GDP Recap Nowcast Data
