Recap

Recap | Feb 24, 2023

Jan PCE & Core-Cast Recap: Upside Driven By Seasonality, Airfares, and Revisions To Opaque Components

by Skanda Amarnath

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%. If you are interested in

CPI | Feb 14, 2023

Introducing The Core-Cast: What We Learned About The Fed's PCE Inflation Gauges From January CPI

by Skanda Amarnath

We're doing the dirty work of translating CPI to PCE in real-time for you. We'll be back on Thursday to provide an update after the PPI release, which will inevitably reshape the nowcast. The associated heatmaps are somewhat dense and intense: they give a holistic view

Dec 02, 2022

Labor Market Recap November 2022: Strong but Slowing

by Preston Mui

Overall the labor market data from November show a mixed picture, with the establishment survey showing resilience even as the household survey signaling a slowdown.

Aug 18, 2022

A Flexible Policy Toolkit: What The Biden Administration's Groundbreaking SPR Reform Unlocks

by Arnab Datta, Skanda Amarnath

The administration’s recently proposed regulation for flexibly refilling the SPR is a welcome policy change with serious potential to deliver price and supply stabilization benefits.

Apr 06, 2022

The SPR Release Is Good - But The Administration Needs To Do More

by Alex Williams, Skanda Amarnath, Arnab Datta

The recently-announced SPR release is the first step in a broader program to address oil price volatility in today's geopolitical environment.

Mar 13, 2022

Here’s How Biden Can Lower Gas Prices

by Admin

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