Core PCE

March 24, 2023 by Skanda Amarnath — 1 min read

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Bottom Line: The consumer has proven to be resilient in its spending patterns in a number of respects, but real food consumption has not. Given the correction in domestic food consumption, and the potential peaking out of 'food at home'...

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Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Skanda Amarnath — 2 min read

Food Inflation Core Services Ex Housing Core PCE retail sales Consumption Core Inflation

February Core-Cast Post-PPI: Better News For February PCE Thanks To Airfares Reversal

Skanda Amarnath — 4 min read

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

February Core-Cast: What February CPI Tells Us About The Fed's PCE Inflation Gauges

Skanda Amarnath — 6 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...

CPI Core PCE PCE Core Inflation Inflation Core Services Ex Housing Core-Cast Nowcast Data Monetary Policy

Jan PCE & Core-Cast Recap: Upside Driven By Seasonality, Airfares, and Revisions To Opaque Components

Skanda Amarnath — 4 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...

Recap Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

February Core-Cast Post-PPI: Better News For February PCE Thanks To Airfares Reversal

February Core-Cast: What February CPI Tells Us About The Fed's PCE Inflation Gauges

Jan PCE & Core-Cast Recap: Upside Driven By Seasonality, Airfares, and Revisions To Opaque Components

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