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83 postsApril Inflation Preview: Tech, Stocks & Seasonals: What Went So Wrong (& Right) In Q1? What Does It Tell Us About Q2?
This is a truncated version of the preview initially made available to our exclusive distribution this past Friday. Core-Cast is our nowcasting model to track the Fed'...
May 2024 FOMC Preview
Every member that's spoken since the March meeting has expressed both a further desire to be patient on starting rate cuts (in response to the inflation data) and confidence that holding rates steady for longer will, on the margin, come with less downside risk to the labor market.
March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump
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,...