Paid-members December 22, 2024 by Skanda Amarnath — 3 min read Financial Conditions Monitor: The Fed Delivers A Hawkish Cut. Equity Market Concentration Raises New Risks - December 22, 2024 Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: We Remain In An Upswing - December 22, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members November 2024 Core-Cast Post-PCE: No Surprises Relative To Our Nowcasts. Is This The Calm Before A Storm? Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PCE Recap Nowcast Data Systematic Monitors
Paid-members November 2024 Core-Cast Post-GDP: Minimal Shifts Skanda Amarnath — 3 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation GDP Data Recap Systematic Monitors Nowcast
Paid-members Financial Conditions Monitor: Tighter FCI Despite Data Strengthening The Case For A December Cut - December 15, 2024 Skanda Amarnath — 3 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors