Paid-members January 13, 2025 by Skanda Amarnath — 7 min read December 2024 Inflation Preview: The Fed Will Be Watching A Lot More Than Housing Inflation Progress Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Data
Paid-members Financial Conditions Monitor: Bear Steepening Drives The Market - January 12, 2025 Skanda Amarnath — 3 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Data Recap
Paid-members US Activity Update: Labor Market Hard Data Confirms The Positive Inflection For Now - January 12, 2025 Skanda Amarnath — 4 min read Activity Indices Labor Markets Activity Monitor Economic Activity Growth Data Recap Systematic Monitors Employment
Paid-members Dec 2024 Jobs Day Preview: A Plausible Constellation Of Data Could Put A January Cut On The Table Skanda Amarnath — 4 min read Jobs Day Preview Labor Markets Fed Policy Macro and Markets Monetary Policy
Paid-members Financial Conditions Monitor: Tightening To Finish Out 2024 But Alongside Stronger Growth Expectations - January 5, 2025 Skanda Amarnath — 3 min read Fed Expectations Growth Expectations Inflation Expectations Financial Conditions Macro and Markets Fed Pricing Data Systematic Monitors Recap
