Nowcast

| Aug 14, 2024

July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt

by Skanda Amarnath

| Aug 13, 2024

July 2024 Post-PPI Core-Cast: Smidge Higher Than Our Preview, Likely Below Consensus

by Skanda Amarnath

| Aug 10, 2024

July 2024 Inflation Preview: Seasonal Factors Pose Upside Risk To CPI But PCE Should Show More Progress

by Skanda Amarnath

Jul 26, 2024

June 2024 Core-Cast Post-PCE: More Signs That Disinflationary Dynamics Remain Intact Within Q2

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 day

| Jul 25, 2024

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

by Skanda Amarnath

| Jul 16, 2024

June 2024 Core-Cast Post-IPI: International Airfare Spike Already Baked Into Our Models

by Skanda Amarnath

| Jul 12, 2024

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

by Skanda Amarnath

| Jul 11, 2024

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

by Skanda Amarnath

| Jul 09, 2024

June 2024 Inflation Preview: Can All Of The Downside Catalysts Arrive Before The July Meeting? Unlikely But Not Impossible

by Skanda Amarnath

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