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Medium-Term US Inflation Update
While the CPI is expected to see material further disinflation on a headline and core basis in 1H25, neither index is expected to fall to 2% by June…
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Steven Anastasiou
US CPI Review: September 2024
Driven by a significant increase in adjusted core services prices, US inflation came in above consensus expectations in September.
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Steven Anastasiou
US CPI Preview: September 2024
Another large decline in gasoline prices is expected to see annual headline CPI growth move materially lower in September, but the core CPI is…
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Steven Anastasiou
While positives can be drawn from this employment report, the jobs market is not out of the woods yet
While a lower unemployment rate and a sharp rise in nonfarm payrolls represent positive shifts, many concerning trends remain within the broad array of…
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Steven Anastasiou
2
US Economic Update
Produced in a presentation format, this comprehensive report contains 52 slides and over 75 charts.
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Steven Anastasiou

September 2024

Why the Fed may cut rates by more than it currently expects
Key economic indicators suggest that the Fed may need to deliver more interest rate cuts than it currently expects, in order to keep the US economy in…
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Steven Anastasiou
Why the economic data supports a 50bp rate cut
While a rate cut is very likely to be made at the September FOMC meeting, its size remains anything but certain, with markets positioning for either a…
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Steven Anastasiou
US CPI Review: August 2024
An in-depth analysis of the latest inflation data reveals further disinflationary evidence, with the core CPI ex-shelter recording its slowest pace of…
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Steven Anastasiou
US CPI Preview: August 2024
Both the headline and core CPI are expected to record further YoY disinflation in August, clearing the way for the Fed to begin a significant easing…
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Steven Anastasiou
US economy enters a concerning phase as recessionary employment indicators continue to pile up
There's a strong argument to be made that the latest US jobs data is broadly recessionary, increasing pressure on the Fed to deliver a major reduction…
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Steven Anastasiou

August 2024

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