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CPI

 |  Nov 11, 2024
October 2024 Inflation Preview: Consensus Is Right To See Upside Risk, But Larger Risks For PCE Are Coiling
by Skanda Amarnath

 |  Oct 10, 2024
September 2024 Core-Cast Post-CPI: Upside Surprises Likely Push Core PCE Out of Fed's Year-End Projections
by Skanda Amarnath

 |  Oct 07, 2024
September 2024 Core-Cast Inflation Preview: Wedge Issues - Core CPI Has Upside Surprise Potential Alongside Better Core PCE Readings
by Skanda Amarnath

 |  Sep 11, 2024
August 2024 Post-CPI Core-Cast: Despite Surprising Housing Lags, PCE Implications Are More Benign & Encouraging
by Skanda Amarnath

 |  Aug 14, 2024
July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt
by Skanda Amarnath

 |  Aug 10, 2024
July 2024 Inflation Preview: Seasonal Factors Pose Upside Risk To CPI But PCE Should Show More Progress
by Skanda Amarnath

Jul 17, 2024
The Fed's Other Supply-Side Dilemma: Today's Restrictive Policies Are Deteriorating Tomorrow's Housing Supply Outlook
by Skanda Amarnath

Today's data largely confirmed what we've known for some time now: the Fed's restrictive policies are restricting the level and growth of homebuilding activity in the US economy. But when we think holistically about the relevance of homebuilding to price stability, the restrictive effects

 |  Jul 11, 2024
June Core-Cast Post-CPI: Downside Risks Materialize But Less Disinflationary For PCE. Airfares & Financial Services PPI Still Loom Large Tomorrow
by Skanda Amarnath

 |  Jun 12, 2024
May Core-Cast Post-CPI: An Encouraging Print For The Fed To Begin Interest Rate Cuts In September
by Skanda Amarnath

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