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CPI

 |  Dec 18, 2025
November 2025 Core-Cast Post-CPI: A Messy CPI Release Confirms Lack Of Upside Dynamics, But Also Overstates Downside
by Skanda Amarnath

 |  Dec 17, 2025
October 2025 Core-Cast Inflation Preview: Too Much Uncertainty Ahead of a Unique CPI Release, But The Upside Case Lacks Force For Now
by Skanda Amarnath

 |  Oct 24, 2025
September 2025 Core-Cast Post-CPI: Nothing Here To Dislodge Two More Cuts This Year
by Skanda Amarnath

 |  Oct 20, 2025
September 2025 Core-Cast Inflation Preview: With Disinflating Rent and Deflating Used Cars, How Much Upside Is There?
by Skanda Amarnath

 |  Sep 11, 2025
August 2025 Core-Cast Post-CPI: A Hot CPI Print But Very Cool PCE Implications. Can't Write Off 50bps in Sept, Again.
by Skanda Amarnath

 |  Sep 08, 2025
August 2025 Core-Cast Inflation Preview: Liable For Further Acceleration Outside Housing. Scope For Major Surprises In Both Directions
by Skanda Amarnath

 |  Aug 12, 2025
July 2025 Core-Cast Post-CPI: Firm Inflation Readings Consistent With Our Preview. Won't Stop A September Cut
by Skanda Amarnath

 |  Aug 08, 2025
July 2025 Core-Cast Inflation Preview: Upside But Not Obviously Out of Consensus Yet
by Skanda Amarnath

 |  Jul 15, 2025
June 2025 Core-Cast Post-CPI: Our CPI Forecasts Fare Well, and Suggest More Upside in Core PCE
by Skanda Amarnath

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