Paid-members March 14, 2024 by Skanda Amarnath — 5 min read Feb Core-Cast Post-PPI: Upside & Revisions All But End Prospects For A Preemptive Cut In May Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast PPI Recap Systematic Monitors Data
Paid-members Jan Core-Cast Post-PPI: No Surprises...PPI Inputs Are Right In Line With Our Existing Nowcasts Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Recap Systematic Monitors
Paid-members December Core-Cast Post-PPI: Shrugging Off The CPI Setback. A March Cut Re-Emerges As A Solid Base-Case Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast PPI Recap Monetary Policy
Paid-members November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging Skanda Amarnath — 5 min read Core-Cast Core Inflation Core Services Ex Housing Core PCE Federal Reserve Fed Policy Monetary Policy Inflation PPI Recap
October Core-Cast Post-PPI: Upside Revisions Undermine Soft CPI But Should Be Enough To End The Hiking Cycle Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing PPI Data Recap Nowcast Systematic Monitors Inflation
