Core Inflation

205 posts

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May 15, 2025 by Skanda Amarnath — 4 min read

April 2025 Core-Cast Post-PPI: Noisy Revisions But The Year-Over-Year Nowcasts Remain Little Changed

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

Paid-members

April 2025 Core-Cast Post-CPI: As We Suspected, The Storm Hasn't Arrived Yet. Inflation Readings Should Look Good

Skanda Amarnath — 4 min read

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

March 2025 Core-Cast Post-PCE: Anticipating March Weakness and Sharp February Revisions.

Skanda Amarnath — 5 min read

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,...

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

Paid-members

March 2025 Core-Cast Post-IPI: Our PCE Nowcasts Move Up By ~ 2bps

Skanda Amarnath — 1 min read

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

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