Inflation

275 posts

Paid-members

May 15, 2025 by Skanda Amarnath — 4 min read

April 2025 Core-Cast Post-PPI: Noisy Revisions But The Year-Over-Year Nowcasts Remain Little Changed

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Recap Nowcast Data Systematic Monitors

The Supply Problem In The Fed's Framework - Part 3: Slicing & Dicing Inflation: The Fed Is Due For A Communications Overhaul

Skanda Amarnath — 10 min read

This is the second post in our multi-part series on the Fed's 2025 framework review. Part 1 can be found here and Part 2 can be...

Fed Framework Fed Policy Federal Reserve Monetary Policy Inflation Supply Side

Paid-members

April 2025 Core-Cast Post-CPI: As We Suspected, The Storm Hasn't Arrived Yet. Inflation Readings Should Look Good

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Data Recap Nowcast CPI Systematic Monitors

Supporting LNG & AI: Embrace The IRA Or Be Prepared To Pay

Skanda Amarnath & Arnab Datta — 7 min read

Many thanks to Pavan Venkatakrishnan, James Hewett, and Alex Turnbull for their thoughtful contributions to this piece. Introduction The House Ways and Means Committee has proposed rescinding hundreds...

Energy Inflation LNG IRA Electricity

Your link has expired

Success! Check your email for magic link to sign-in.