Paid-members November 14, 2024 by Skanda Amarnath — 5 min read October 2024 Core-Cast Post-PPI: The Stocks-Inflation Tradeoff Comes In Ahead of Schedule. A Pause Is Likely By January Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Data Recap Systematic Monitors
Paid-members October 2024 Core-Cast Post-CPI: In Line With Our Forecasts & Consensus, But Plenty Of Scope For A Surprising PPI Tomorrow Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast Recap Data CPI
Paid-members September 2024 Core-Cast Post-GDP: We Were Already On The High Side, But Perhaps Not High Enough Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast Systematic Monitors Data Recap GDP
Paid-members September 2024 Core-Cast Post-PPI: Coming In Hot. The Fed Will Want More Optionality To Pause At Coming Meetings Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Data Recap Systematic Monitors
Paid-members September 2024 Core-Cast Post-CPI: Upside Surprises Likely Push Core PCE Out of Fed's Year-End Projections Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Data Systematic Monitors
