Paid-members September 22, 2023 by Skanda Amarnath — 6 min read August Core-Cast Note: The Annual PCE Revisions Present Multiple Scenarios For Inflation and the Fed Funds Rate in Q4 Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation State Space Data Preview Systematic Monitors Nowcast
Paid-members August Core-Cast Post-PPI (Commentary): The CPI-PCE Wedge Helps The Fed and Core PCE Y/Y Now Below FOMC Projections Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing PPI Recap Data Inflation Systematic Monitors Nowcast
Paid-members August Core-Cast Post-CPI: Avoid Overreacting To Upside "Wedge Effects" That Are Irrelevant To PCE Skanda Amarnath — 5 min read Core Inflation Core-Cast Core PCE Core Services Ex Housing Inflation Nowcast Data Recap Systematic Monitors
Paid-members July Core-Cast Post-GDP Revisions: Q2 Revisions Bode Well For Year-over-Year Readings (But Push Up Monthly Nowcast) Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast GDP Data Systematic Monitors
Paid-members Core-Cast Note Ahead Of Q2 GDP Revisions and July PCE Release: 20bps on Core PCE With Downside Risk Skanda Amarnath — 1 min read Core PCE Core-Cast Core Inflation Core Services Ex Housing Nowcast Recap Data Systematic Monitors
