Recap

266 posts

March 3, 2025 by Skanda Amarnath — 7 min read

January 2025 Core-Cast Post- PCE: Small Upside Surprises and Three Lagged Quirks That Stand In The Way Of The Fed's Target

Core-Cast is our model and publication series for nowcasting the Fed's Personal Consumption Expenditures (PCE) inflation gauges. Most of the PCE inflation gauges are sourced from Consumer Price Index (CPI) data, but Producer Price Index (PPI) input data is of...

Core-Cast Core Inflation Core PCE Core Services Ex Housing PCE Recap Data Inflation Systematic Monitors Nowcast

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Financial Conditions Monitor: The De-Rating Of Tech-Driven US Growth - March 3, 2025

Skanda Amarnath — 3 min read

Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Growth Recap Data Systematic Monitors

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January 2025 Core-Cast Post-GDP: Upside Revisions To Our Nowcasts

Skanda Amarnath — 5 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation GDP Systematic Monitors Data Recap Nowcast

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