Nowcast

April 26, 2024 by Skanda Amarnath — 4 min read

March Core-Cast Post-PCE: Rounding Out A Disappointing Q1

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 how inflation components and themes are performing relative to what transpires when inflation is...

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Mar Core-Cast Post-GDP: Lagging Consensus Keeps Getting Rudely Awakened To Core PCE Upside & Revisions

Skanda Amarnath — 5 min read

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

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March Core-Cast Post-PPI: A Serious Setback For Even A July Cut. A Series Of Unfortunate Inflation Developments

Skanda Amarnath — 4 min read

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

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March Core-Cast Post-CPI: A Serious Setback For A June Cut. Baseline For Cuts Keeps Getting Pushed Out

Skanda Amarnath — 5 min read

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

March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump

Skanda Amarnath — 10 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,...

Preview Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Data Systematic Monitors Fed Policy Nowcast

March Core-Cast Post-PCE: Rounding Out A Disappointing Q1

Mar Core-Cast Post-GDP: Lagging Consensus Keeps Getting Rudely Awakened To Core PCE Upside & Revisions

March Core-Cast Post-PPI: A Serious Setback For Even A July Cut. A Series Of Unfortunate Inflation Developments

March Core-Cast Post-CPI: A Serious Setback For A June Cut. Baseline For Cuts Keeps Getting Pushed Out

March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump

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