Paid-members February 13, 2024 by Skanda Amarnath — 6 min read Jan Core-Cast Post-CPI: Residual Seasonality Dominates. First Cut Now Close To A Toss-Up Between May & June Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Systematic Monitors Nowcast Fed Policy
Paid-members Core-Cast CPI Seasonal Factor Revisions: Marginally Stronger Q4 Opens More Downside Risk For January Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI PCE Systematic Monitors Nowcast Data
Paid-members December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed) Skanda Amarnath — 1 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing GDP Inflation Systematic Monitors Nowcast Data Recap
Paid-members December Core-Cast Post-PPI: Shrugging Off The CPI Setback. A March Cut Re-Emerges As A Solid Base-Case Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast PPI Recap Monetary Policy
Paid-members December Core-Cast Post-CPI: A Marginal Setback For The Prospect Of A March Cut Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Inflation Fed Policy Federal Reserve Monetary Policy
