Recap

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June 13, 2023 by Skanda Amarnath — 6 min read

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

Labor Market Recap May 2023: Renormalization

Preston Mui — 6 min read

The data from the May labor market shows continued renormalization of the labor market, with strong employment, continued slowing of wage growth, and reduced churn.

Labor Markets Wages Fed Expectations Fed Policy Employment Jobs Day Recap

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April Core-Cast Post-PCE - The Dark Spaces Surprise To The Upside & Catch The Nowcast Offsides

Skanda Amarnath — 4 min read

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

April Core-Cast Post-PCE - The Dark Spaces Surprise To The Upside & Catch The Nowcast Offsides

Skanda Amarnath — 4 min read

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

April Core-Cast Post-IPI: Divergent Airfare Trends Bring PCE Nowcasts Back Down, But Not Enough To Drive Inflection

Skanda Amarnath — 3 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 Recap Data Nowcast Systematic Monitors

May Core-Cast Post-CPI: Another Potential Inflection Point. If PPI & PCE Confirm The Good News This Time, The Fed May Already Be At Terminal

Labor Market Recap May 2023: Renormalization

April Core-Cast Post-PCE - The Dark Spaces Surprise To The Upside & Catch The Nowcast Offsides

April Core-Cast Post-PCE - The Dark Spaces Surprise To The Upside & Catch The Nowcast Offsides

April Core-Cast Post-IPI: Divergent Airfare Trends Bring PCE Nowcasts Back Down, But Not Enough To Drive Inflection

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