My approach to using inflation forecasts on Kalshi
I have been watching CPIs on kalshi and using forecasts for inflation in my work.
I stumbled upon Truflation because of their real time inflation statistics and find their T-1 CPI forecast very interesting as it provides me another estimate that can compare with the estimates priced on kalshi. They now have a forecast for PCE which i am also watching.
When the forecast is clear about something in one direction then i look at other possibilities on the same market rather than just taking a yes position. Sometimes the no part of another outcome will provide me a better expected value.
So far this has been working great for how i trade those markets but still trying out other strategies. Anyone here compares outside CPI forecasts with kalshi prices before they place their bets?