The Same Care, Lower Cost Act Would Lower Inflation
Last month, Senator John Kennedy (R-LA) introduced the Same Care, Lower Cost Act, which would direct the Secretary of Health and Human Services to implement site-neutral Medicare payments. Due to the breadth of services where payments could be made site-neutral under the...
April 2025 Core-Cast Post-PCE: The Calm Before The Potential Storm... Was Indeed Calm
Core-Cast is our model and publication series for nowcasting the Fed's Personal Consumption Expenditures (PCE) inflation gauges. We update our estimates from CPI, PPI, Import Price,...
The Supply Problem In The Fed's Framework - Part 4: Preparing For Inflation Risk Where Investment Is Rate-Sensitive
This is the fourth post in our multi-part series on the Fed's 2025 framework review. Part 1 discusses how the Fed can deal with tariff inflation...
The Supply Problem In The Fed's Framework - Part 3: Slicing & Dicing Inflation: The Fed Is Due For A Communications Overhaul
This is the third post in our multi-part series on the Fed's 2025 framework review. Part 1 can be found here and Part 2 can be...
Supporting LNG & AI: Embrace The IRA Or Be Prepared To Pay
Many thanks to Pavan Venkatakrishnan, James Hewett, and Alex Turnbull for their thoughtful contributions to this piece. Introduction The House Ways and Means Committee has proposed rescinding hundreds...
