Paid-members December 9, 2024 by Skanda Amarnath — 8 min read November 2024 Inflation Preview: A Touch Less Upside vs Last Two Months But Still Not What The Fed Would Love To See Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Data
Paid-members October 2024 Inflation Preview: Consensus Is Right To See Upside Risk, But Larger Risks For PCE Are Coiling Skanda Amarnath — 8 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Preview Systematic Monitors CPI
November 2024 FOMC Preview Preston Mui — 4 min read After the excitement at the September meeting, November is going to be relatively less exciting. Federal Reserve Fedspeak Preview
Paid-members October 2024 Jobs Day Preview: Consensus May Not Be Capturing Hurricane-Related and Cyclical Downsides Skanda Amarnath — 2 min read Jobs Day Preview Data Labor Markets Employment
Paid-members September 2024 Core-Cast Inflation Preview: Wedge Issues - Core CPI Has Upside Surprise Potential Alongside Better Core PCE Readings Skanda Amarnath — 7 min read Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Preview Nowcast Data CPI Systematic Monitors