PPI

Paid-members

October 11, 2024 by Skanda Amarnath — 4 min read

September 2024 Core-Cast Post-PPI: Coming In Hot. The Fed Will Want More Optionality To Pause At Coming Meetings

Paid-members

Supply Chain Monitor: August PPI

Alex Williams — 4 min read

The Producer Price Index data for August arrived roughly as expected, with continued softening in commodities prices and a rise in input costs for services.

Supply Chain Monitor PPI

Paid-members

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

Skanda Amarnath — 4 min read

PPI Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Data Recap Systematic Monitors Nowcast

Paid-members

Supply Chain Monitor: PPI July 2024

Alex Williams — 5 min read

Overall, the July PPI report shows an increasingly stable and muted inflation picture.

Supply Chain Monitor PPI

Paid-members

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

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Recap Data Systematic Monitors

September 2024 Core-Cast Post-PPI: Coming In Hot. The Fed Will Want More Optionality To Pause At Coming Meetings

Supply Chain Monitor: August PPI

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

Supply Chain Monitor: PPI July 2024

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

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