Recap

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August 10, 2023 by Skanda Amarnath — 7 min read

July Core-Cast Post-CPI: More Good News Ahead Of Schedule - Yes, It's Not Far-Fetched For Core PCE To Be Near 2% Next Summer

Labor Market Recap July 2023: Slowing, but Strong

Preston Mui — 6 min read

The July 2023 labor market data continues to confirm the story we’ve been telling for months: while slowing down, the labor market remains strong, with high levels...

Jobs Day Data Employment Fed Expectations Labor Markets NFP Recap Wages

June Core-Cast Post-PCE: Proof-of-Concept That 2% Inflation Can Be Achieved Without Recession

Skanda Amarnath — 6 min read

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...

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

June Core-Cast Post-PCE: Proof-of-Concept That 2% Inflation Can Be Achieved Without Recession

Skanda Amarnath — 6 min read

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

June Core-Cast Post-PPI: Will The Fed Be Dogmatic or Data-Dependent? 2023 Core PCE Trajectory Materially Improves

Skanda Amarnath — 6 min read

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

July Core-Cast Post-CPI: More Good News Ahead Of Schedule - Yes, It's Not Far-Fetched For Core PCE To Be Near 2% Next Summer

Labor Market Recap July 2023: Slowing, but Strong

June Core-Cast Post-PCE: Proof-of-Concept That 2% Inflation Can Be Achieved Without Recession

June Core-Cast Post-PCE: Proof-of-Concept That 2% Inflation Can Be Achieved Without Recession

June Core-Cast Post-PPI: Will The Fed Be Dogmatic or Data-Dependent? 2023 Core PCE Trajectory Materially Improves

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