Core Services Ex Housing

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 how inflation components and themes are performing relative to what transpires when inflation is running at 2%. If you are interested in

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' inflation, food services inflation has plausible potential to

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 how inflation components and themes are performing relative to what transpires when inflation is running at 2%. If you are interested in

Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states.

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 how inflation components and themes are performing relative to what transpires when inflation is running at 2%. If you are interested in

Core-Cast is our real-time nowcasting model that tracks the Fed's preferred inflation gauges before and through their release date. Most of the Personal Consumption Expenditures (PCE) inflation gauges are sourced from Consumer Price Index (CPI) data, but translation from CPI to PCE must be done with care. Meanwhile,