PPI

| May 13, 2026

April 2026 Core-Cast Post-PPI: The Easing Bias Already Died on Friday. A Tightening Bias May Not Be Far Away.

by Skanda Amarnath

Apr 14, 2026

March 2026 Core-Cast Post-PPI: Coming In Hot. Don't Write Off The Prospect Of A Tightening Bias

by Skanda Amarnath

Summary We thought we were penciling in sufficiently strong readings for the PPI inputs in March but apparently not enough. We've marked up our y/y and m/m readings for Core PCE in March by 4bps (26bps->30bps m/m, 3.13%->3.17%

| Mar 18, 2026

February 2026 Core-Cast Post-PPI: No Major Changes To Our Nowcasts. Jan-Feb Look Very Hot

by Skanda Amarnath

| Feb 27, 2026

January 2026 Core-Cast Post-PPI: Loaded With Upside Surprise. Jan PCE Will Be Hot.

by Skanda Amarnath

| Jan 14, 2026

November/December 2025 Core-Cast Post-PPI: Healthcare and Stock Market Drive Upside In October-November

by Skanda Amarnath

| Nov 25, 2025

September 2025 Core-Cast Post-PPI: Our Nowcasts Are Virtually Unchanged. December Cut Was Already A Lock

by Skanda Amarnath

| Aug 14, 2025

July 2025 Core-Cast Post-PPI: Mild Upside Surprises + Revisions Imply A September Cut Isn't A Total Lock Yet

by Skanda Amarnath

| Jul 16, 2025

June 2025 Core-Cast Post-PPI: Softer Implications For PCE Than We Anticipated, But Reserve Judgment Until After Import Price Data Is Released

by Skanda Amarnath

| Jun 12, 2025

May 2025 Core-Cast Post-PPI: We Were Totally Wrong-Footed By Financial Services & Airfares

by Skanda Amarnath

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