PCE
46 postsAugust Core-Cast Post-PCE: The World Learns What Core-Cast Followers Knew Already - PCE Is Slowing Faster Than Fed Projections
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...
July Core-Cast Post-PCE: Core PCE Should Encourage The Fed, But "Watch Out For The Wedge" Between CPI Noise & PCE Signal
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...
May Inflation Preview: Last Month of Used Cars Driving Upside Risk?
Summary: The risks for May (CPI) are still tangibly to the upside, but developments from April CPI do shade favorably relative to what was the baseline headed into the April CPI preview.