Preview

Our inflation previews are typically released to the public with a delay relative to what we provide to our exclusive High Frequency Descriptive Analysis (HFDA) distribution subscribers. The release of the revised seasonal factors led to the idiosyncratic delay in making this particular preview public, but at least for the

With lots of new data around the corner, the Fed will want to keep its options open.

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of how inflation components and themes are performing relative to what transpires when inflation is running at 2%. Most of the Personal Consumption

The Fed will hold, but will still probably not want to talk too much about 2024.