Core Services Ex Housing

April 11, 2023 by Skanda Amarnath — 8 min read

March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

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March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

Skanda Amarnath — 8 min read

Core Inflation Core PCE Core-Cast CPI PCE Core Services Ex Housing Inflation Preview

February Core-Cast Post-PCE: The Dark Spaces Show Some Dovish Potential

Skanda Amarnath — 5 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...

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

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

Skanda Amarnath — 1 min read

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...

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

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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

March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

March Inflation Preview: The Fed Seems Unaware We're Entering Another Automobile Inflation Storm

February Core-Cast Post-PCE: The Dark Spaces Show Some Dovish Potential

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

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