Systematic Monitors

428 posts

January 2024 FOMC Preview

Preston Mui — 5 min read

With lots of new data around the corner, the Fed will want to keep its options open.

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

December Core-Cast Post-PCE: Nowcasted Progress Confirmed. The Path To A March Cut Becomes Clearer To The Public And Hinges On Data In February

Skanda Amarnath — 5 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 PCE Recap Inflation Federal Reserve Fed Policy Systematic Monitors

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December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed)

Skanda Amarnath — 1 min read

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

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