Paid-members August 14, 2024 by Skanda Amarnath — 4 min read July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Nowcast Data Systematic Monitors Inflation Fed Policy
Paid-members July 2024 Post-PPI Core-Cast: Smidge Higher Than Our Preview, Likely Below Consensus Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Recap Data Systematic Monitors
Paid-members Financial Conditions Monitor: A Choppy Week But The Growth Outlook Continues To De-Rate - August 11, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Pricing Fed Expectations Growth Expectations Inflation Expectations Macro and Markets Data Recap Systematic Monitors
Paid-members July 2024 Inflation Preview: Seasonal Factors Pose Upside Risk To CPI But PCE Should Show More Progress Skanda Amarnath — 8 min read Inflation Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Preview Data Nowcast Systematic Monitors
Paid-members Financial Conditions Monitor: Pricing In Downside Growth Risk, Tighter FCI, & A 50bp Cut In September - August 4, 2024 Skanda Amarnath — 3 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
