State Space

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September 22, 2023 by Skanda Amarnath — 6 min read

August Core-Cast Note: The Annual PCE Revisions Present Multiple Scenarios For Inflation and the Fed Funds Rate in Q4

Paid-members

September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

Skanda Amarnath — 8 min read

Monetary Policy Fed Policy State Space Federal Reserve Macro and Markets Inflation FOMC Recap

State Space - How Core PCE Outcomes Are Likely To Map To The Fed's Interest Rate Decisions Through 2023

Skanda Amarnath — 1 min read

Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states. We...

Core-Cast Core Inflation Core PCE Fed Expectations Fed Policy FOMC Inflation State Space Macro and Markets

Paid-members

State Space - How Core PCE Outcomes Are Likely To Map To The Fed's Interest Rate Decisions Through 2023

Skanda Amarnath — 6 min read

State Space Core PCE Core Inflation Core-Cast Fed Expectations Fed Policy Inflation Macro and Markets FOMC

Mid-May State Space (& April PCE Preview): Regional Banks & Debt Ceiling Bring End of Hikes Into Clearer View

Skanda Amarnath — 1 min read

Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states. We...

State Space Macro and Markets Preview Monetary Policy Growth Expectations Inflation Expectations Core-Cast Core Inflation Core PCE Core Services Ex Housing

August Core-Cast Note: The Annual PCE Revisions Present Multiple Scenarios For Inflation and the Fed Funds Rate in Q4

September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

State Space - How Core PCE Outcomes Are Likely To Map To The Fed's Interest Rate Decisions Through 2023

State Space - How Core PCE Outcomes Are Likely To Map To The Fed's Interest Rate Decisions Through 2023

Mid-May State Space (& April PCE Preview): Regional Banks & Debt Ceiling Bring End of Hikes Into Clearer View

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