Paid-members November 17, 2024 by Skanda Amarnath — 3 min read Financial Conditions Monitor: Optimism Unwinds Through Tighter FCI & Policy Expectations - November 17, 2024 Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
Paid-members US Activity Update: Further Signs Of Positive Inflection Even As Q4 GDP Tracks Softer - November 17, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Data Recap Systematic Monitors Growth
Paid-members October 2024 Core-Cast Post-IPI: Marginally Lower Nowcasts (Short Update) Skanda Amarnath — 1 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation IPI Nowcast Data Recap Systematic Monitors
Paid-members October 2024 Core-Cast Post-PPI: The Stocks-Inflation Tradeoff Comes In Ahead of Schedule. A Pause Is Likely By January Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Data Recap Systematic Monitors
Paid-members October 2024 Core-Cast Post-CPI: In Line With Our Forecasts & Consensus, But Plenty Of Scope For A Surprising PPI Tomorrow Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast Recap Data CPI
