PCE
46 postsThe Fed's Other Supply-Side Dilemma: Today's Restrictive Policies Are Deteriorating Tomorrow's Housing Supply Outlook
Today's data largely confirmed what we've known for some time now: the Fed's restrictive policies are restricting the level and growth of...
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May Core-Cast Post-PCE: Right In Line With Our Nowcasts and Firming The Road To Beginning Cuts in September
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...
April Core-Cast Post-PCE: Watch Housing, Food Services, Financial Services & Wages For Signs of Further Progress
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...