Preview

Paid-members

April 5, 2024 by Skanda Amarnath — 10 min read

March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump [Corrected Table]

March 2024 FOMC Preview

Preston Mui — 5 min read

Our baseline forecast of the dots sees most of the dots holding steady, with some dots taking cuts off for this year. . This leaves three cuts as our baseline median dot—but just barely.

Federal Reserve FOMC Fed Expectations Preview Systematic Monitors Macro and Markets Monetary Policy

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Skanda Amarnath — 8 min read

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...

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors

Paid-members

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Skanda Amarnath — 8 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Preview Nowcast Inflation Systematic Monitors

January Inflation Preview: High Stakes Data Releases With Fat Tails On Both Sides

Skanda Amarnath — 8 min read

Our inflation previews are typically released to the public with a delay relative to what we provide to our exclusive High Frequency Descriptive Analysis (HFDA) distribution subscribers. The...

Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Preview Data Systematic Monitors Fed Policy

March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump [Corrected Table]

March 2024 FOMC Preview

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

Feb Inflation Preview: Jan-Feb Residual Seasonality Poised To Stoke Upside & Headfake The Fed

January Inflation Preview: High Stakes Data Releases With Fat Tails On Both Sides

Subscribe to new posts.