Paid-members July 16, 2024 by Skanda Amarnath — 4 min read June 2024 Core-Cast Post-IPI: International Airfare Spike Already Baked Into Our Models Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Data Recap Nowcast
Paid-members Financial Conditions Monitor: A Growth Slowdown Matched With Some Expectation For Policy-Induced Easing - July 14, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Recap Data Systematic Monitors
Paid-members US Activity Update: In A Data-Light Week, More Signs Of Deceleration Emerge - July 14, 2024 Skanda Amarnath — 1 min read Activity Indices Activity Monitor Economic Activity Data Growth Systematic Monitors Recap
Paid-members June 2024 Core-Cast Post-PPI: Offsetting Surprises Leave Our Nowcasts Stable Skanda Amarnath — 3 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Recap Data Systematic Monitors Nowcast
Paid-members June Core-Cast Post-CPI: Downside Risks Materialize But Less Disinflationary For PCE. Airfares & Financial Services PPI Still Loom Large Tomorrow Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Nowcast Data Systematic Monitors Fed Policy
