Inflation

October 2, 2023 by Preston Mui — 9 min read

Fed Research Roundup: How Monetary Tightening Hurts Innovation Investment and the Supply Side

This is the first of our Fed Research Roundup series. In this post, we examine the question of whether monetary policy constrains the supply-side, and what that means for inflation.

August Core-Cast Post-PCE: The World Learns What Core-Cast Followers Knew Already - PCE Is Slowing Faster Than Fed Projections

Skanda Amarnath — 4 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 how inflation...

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

August Core-Cast Post-GDP: The Revisions Dog Doesn't Bark

Skanda Amarnath — 4 min read

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

August Core-Cast Note: The Annual PCE Revisions Present Multiple Scenarios For Inflation and the Fed Funds Rate in Q4

Skanda Amarnath — 6 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation State Space Data Preview Systematic Monitors Nowcast

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September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

Skanda Amarnath — 8 min read

Monetary Policy Fed Policy State Space Federal Reserve Macro and Markets Inflation FOMC Recap

Fed Research Roundup: How Monetary Tightening Hurts Innovation Investment and the Supply Side

August Core-Cast Post-PCE: The World Learns What Core-Cast Followers Knew Already - PCE Is Slowing Faster Than Fed Projections

August Core-Cast Post-GDP: The Revisions Dog Doesn't Bark

August Core-Cast Note: The Annual PCE Revisions Present Multiple Scenarios For Inflation and the Fed Funds Rate in Q4

September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

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