Monetary Policy

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December 21, 2023 by Skanda Amarnath — 4 min read

November Core-Cast Post-GDP: Financial Services Revisions Weigh Favorably For A March Cut (For Now)

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November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited.

Skanda Amarnath — 6 min read

Core-Cast Core Inflation Core PCE State Space Core Services Ex Housing Inflation Data Recap FOMC Federal Reserve

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November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging

Skanda Amarnath — 5 min read

Core-Cast Core Inflation Core Services Ex Housing Core PCE Federal Reserve Fed Policy Monetary Policy Inflation PPI Recap

December 2023 FOMC Preview

Preston Mui — 6 min read

The Fed will hold, but will still probably not want to talk too much about 2024.

Federal Reserve FOMC Fed Expectations Data Preview Systematic Monitors Macro and Markets Monetary Policy

November Inflation Preview: Headline Downside But Can Core PCE Keep A March "Normalization Cut" In Play?

Skanda Amarnath — 8 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-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors CPI Preview Federal Reserve Fed Policy

November Core-Cast Post-GDP: Financial Services Revisions Weigh Favorably For A March Cut (For Now)

November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited.

November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging

December 2023 FOMC Preview

November Inflation Preview: Headline Downside But Can Core PCE Keep A March "Normalization Cut" In Play?

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