Core Services Ex Housing

| Feb 27, 2026

January 2026 Core-Cast Post-PPI: Loaded With Upside Surprise. Jan PCE Will Be Hot.

by Skanda Amarnath

Feb 20, 2026

December 2025 Core-Cast Post-PCE: Within 1bp Of Our Model. Core PCE On Pace To Show 3.1% In January

by Skanda Amarnath

Summary The December PCE release came with very few surprises relative to our models, in what is a confusing schedule of data releases and one-off revisions. Core PCE was 1bp lower on a month-over-month basis for December relative to what we anticipated for this release (0.36% m/m realized

| 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