Monetary Policy

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April 8, 2023 by Alex Williams & Skanda Amarnath — 2 min read

Fedspeak Monitor: April 8th

Descriptive: Let's Not Confuse The Fed's Power With "Control"

Skanda Amarnath — 8 min read

While there are prescriptive upshots to this piece, this piece is meant to get at the core descriptive points about how monetary policy works. There is plenty of...

Fed Policy Monetary Policy

February Core-Cast Post-PCE: The Dark Spaces Show Some Dovish Potential

Skanda Amarnath — 5 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...

Core PCE Core Inflation Inflation Core Services Ex Housing Core-Cast Nowcast Data Recap Monetary Policy

The State Space: Mid-March Update

Skanda Amarnath — 1 min read

Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states. We...

State Space Macro and Markets Monetary Policy Labor Markets Growth Expectations Inflation Expectations Core Inflation Inflation Wages Fed Policy

The State Space: Mid-March Update

Skanda Amarnath — 3 min read

Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states. We...

State Space Macro and Markets Monetary Policy Labor Markets Growth Expectations Inflation Expectations Core Inflation Inflation Wages Fed Policy

Fedspeak Monitor: April 8th

Descriptive: Let's Not Confuse The Fed's Power With "Control"

February Core-Cast Post-PCE: The Dark Spaces Show Some Dovish Potential

The State Space: Mid-March Update

The State Space: Mid-March Update

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