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Core-Cast

 |  Feb 13, 2026
January 2026 Core-Cast Post-CPI: Yet Again, Despite Encouraging Top-Line Core CPI, The Details Look Worse For PCE
by Skanda Amarnath

 |  Feb 12, 2026
January 2026 Core-Cast Inflation Preview: Potentially Less Pronounced CPI Upside This January
by Skanda Amarnath

 |  Jan 30, 2026
December 2025 Core-Cast Post-PPI: Our Nowcasts Move Up Marginally, Cementing 3.0% Year-over-Year For Core PCE
by Skanda Amarnath

 |  Jan 22, 2026
Nov/Dec 2025 Core-Cast Post-Nov-PCE: Our November Nowcasts Were Within 2bps. Minimal Implications For Dec.
by Skanda Amarnath

 |  Jan 14, 2026
November/December 2025 Core-Cast Post-PPI: Healthcare and Stock Market Drive Upside In October-November
by Skanda Amarnath

 |  Jan 13, 2026
December 2025 Core-Cast Post-CPI: Despite Low Core CPI, PCE Implications Carry More Upside. No Cuts For A While
by Skanda Amarnath

 |  Jan 12, 2026
December 2025 Core-Cast Inflation Preview: CPI Should Show Partial Snapbacks From November Downside
by Skanda Amarnath

 |  Dec 18, 2025
November 2025 Core-Cast Post-CPI: A Messy CPI Release Confirms Lack Of Upside Dynamics, But Also Overstates Downside
by Skanda Amarnath

 |  Dec 17, 2025
October 2025 Core-Cast Inflation Preview: Too Much Uncertainty Ahead of a Unique CPI Release, But The Upside Case Lacks Force For Now
by Skanda Amarnath

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