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September 12, 2024 by Skanda Amarnath — 4 min read

August 2024 Core-Cast Post-PPI: If Core CPI Was Supposed To Kill A 50bp Cut, PPI Details Suggest It's Not Dead Yet

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August 2024 Post-CPI Core-Cast: Despite Surprising Housing Lags, PCE Implications Are More Benign & Encouraging

Skanda Amarnath — 4 min read

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

July 2024 Core-Cast Post-PCE: No Real Surprises. Just 2 Basis Points Above Our Nowcasts

Skanda Amarnath — 3 min read

Most of the Personal Consumption Expenditures (PCE) inflation gauges are sourced from Consumer Price Index (CPI) data, but Producer Price Index (PPI) input data is of increasing relevance,...

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

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July 2024 Core-Cast Post-GDP: Q2 Revisions Shade Down Year-over-Year Readings A Few Bps. Core PCE M/M Nowcast Remains Unchanged

Skanda Amarnath — 3 min read

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

Paid-members

July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt

Skanda Amarnath — 4 min read

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

August 2024 Core-Cast Post-PPI: If Core CPI Was Supposed To Kill A 50bp Cut, PPI Details Suggest It's Not Dead Yet

August 2024 Post-CPI Core-Cast: Despite Surprising Housing Lags, PCE Implications Are More Benign & Encouraging

July 2024 Core-Cast Post-PCE: No Real Surprises. Just 2 Basis Points Above Our Nowcasts

July 2024 Core-Cast Post-GDP: Q2 Revisions Shade Down Year-over-Year Readings A Few Bps. Core PCE M/M Nowcast Remains Unchanged

July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt

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