Recap

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June 14, 2023 by Skanda Amarnath — 5 min read

May Core-Cast Post-PPI: Confirming The Inflection Point - Monthly "Core Services Ex Housing" Inflation Should Align With Fed's 2% Goals in May

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

Skanda Amarnath — 6 min read

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

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May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

Skanda Amarnath — 6 min read

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

Labor Market Recap May 2023: Renormalization

Preston Mui — 6 min read

The data from the May labor market shows continued renormalization of the labor market, with strong employment, continued slowing of wage growth, and reduced churn.

Labor Markets Wages Fed Expectations Fed Policy Employment Jobs Day Recap

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April Core-Cast Post-PCE - The Dark Spaces Surprise To The Upside & Catch The Nowcast Offsides

Skanda Amarnath — 4 min read

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

May Core-Cast Post-PPI: Confirming The Inflection Point - Monthly "Core Services Ex Housing" Inflation Should Align With Fed's 2% Goals in May

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

Labor Market Recap May 2023: Renormalization

April Core-Cast Post-PCE - The Dark Spaces Surprise To The Upside & Catch The Nowcast Offsides

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