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 |  May 06, 2026
US Activity Update: Growth Trends Continue To Undermine Case For Cuts - May 6, 2026
by Skanda Amarnath

May 05, 2026
March 2026 Core-Cast Post-PCE: Right In Line With All Of Our Nowcasts, Including The Trimmed Means...
by Skanda Amarnath

Summary & Discussion After Kevin Warsh's professed interest in Trimmed Mean PCE at his confirmation hearing, we published updated nowcasts for all PCE inflation gauges, including Trimmed Mean and Median inflation, as well as updated estimates for Headline, Core, and Supercore PCE. Compared to those nowcasts, we didn&

 |  Apr 23, 2026
US Activity Update: Consumer Retrenching, Manufacturers Restocking - April 23, 2026
by Skanda Amarnath

 |  Apr 14, 2026
March 2026 Core-Cast Post-PPI: Coming In Hot. Don't Write Off The Prospect Of A Tightening Bias
by Skanda Amarnath

 |  Apr 10, 2026
March 2026 Core-Cast Post-CPI: AI Bottlenecks & Tariffs Set To Drive PCE Outperformance - The Fed Has A Problem
by Skanda Amarnath

 |  Apr 09, 2026
February 2026 Core-Cast Post-PCE: The Dark Spaces of PCE Come In Soft
by Skanda Amarnath

 |  Apr 08, 2026
March 2026 Core-Cast Inflation Preview: Hot Headline Inflation But Maybe Not As Hot As Consensus. Airfares Hold The Key
by Skanda Amarnath

 |  Apr 07, 2026
US Activity Update: Inflation Fears First, Growth Fears Have To Wait Amidst Better Hard & Soft Data - April 7, 2026
by Skanda Amarnath

 |  Apr 07, 2026
March 2026 Establishment Survey Deep-Dive - Restocking Cycle Drives New Momentum. Fed Is Biased To Tack Hawkish
by Skanda Amarnath

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