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 |  Nov 13, 2024
October 2024 Core-Cast Post-CPI: In Line With Our Forecasts & Consensus, But Plenty Of Scope For A Surprising PPI Tomorrow
by Skanda Amarnath

 |  Oct 30, 2024
September 2024 Core-Cast Post-GDP: We Were Already On The High Side, But Perhaps Not High Enough
by Skanda Amarnath

 |  Oct 11, 2024
September 2024 Core-Cast Post-PPI: Coming In Hot. The Fed Will Want More Optionality To Pause At Coming Meetings
by Skanda Amarnath

 |  Oct 10, 2024
September 2024 Core-Cast Post-CPI: Upside Surprises Likely Push Core PCE Out of Fed's Year-End Projections
by Skanda Amarnath

 |  Oct 07, 2024
September 2024 Core-Cast Inflation Preview: Wedge Issues - Core CPI Has Upside Surprise Potential Alongside Better Core PCE Readings
by Skanda Amarnath

Sep 27, 2024
August 2024 Core-Cast Post-PCE: Confirmation of What The Fed Already Saw At The September FOMC Meeting
by Skanda Amarnath

Most of the Personal Consumption Expenditures (PCE) inflation gauges are sourced from Consumer Price Index (CPI) data, but Producer Price Index (PPI) input data is of increasing relevance, import price index (IPI) data can prove occasionally relevant. There are also some high-leverage components that only come out on the days

 |  Sep 26, 2024
August 2024 Core-Cast Post-GDP: 5-Year Revision Only Carries Marginal Implications
by Skanda Amarnath

 |  Sep 13, 2024
August 2024 Core-Cast Post-IPI: Import Price Data Confirms Airfare Downside In PPI
by Skanda Amarnath

 |  Sep 12, 2024
August 2024 Core-Cast Post-PPI: If Core CPI Was Supposed To Kill A 50bp Cut, PPI Details Suggest It's Not Dead Yet
by Skanda Amarnath

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