Inflation

229 posts

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July 25, 2024 by Skanda Amarnath — 4 min read

June 2024 Core-Cast Post-GDP: Airfare Seasonal Factor Upside & Upward Revisions To Imputed Financial Services Cool The July Cut Conversation

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

The Fed's Other Supply-Side Dilemma: Today's Restrictive Policies Are Deteriorating Tomorrow's Housing Supply Outlook

Skanda Amarnath — 4 min read

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...

Housing Inflation Fed Policy PCE CPI Economic Activity Investment Supply Side Monetary Policy

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June 2024 Core-Cast Post-PPI: Offsetting Surprises Leave Our Nowcasts Stable

Skanda Amarnath — 3 min read

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

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June Core-Cast Post-CPI: Downside Risks Materialize But Less Disinflationary For PCE. Airfares & Financial Services PPI Still Loom Large Tomorrow

Skanda Amarnath — 5 min read

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

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