Paid-members May 11, 2024 by Skanda Amarnath — 3 min read Financial Conditions Monitor: A Strong Equity Market, A More Hawkish Fed, and Cross-Cutting Supply Developments - May 11, 2024 Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors Data Recap
Paid-members Activity Update: Data Light Week Shows Marginal Downside Developments - May 11, 2024 Skanda Amarnath — 1 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members April Inflation Preview: Tech, Stocks & Seasonals: What Went So Wrong (& Right) In Q1? What Does It Tell Us About Q2? Skanda Amarnath — 12 min read Preview Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing CPI PPI PCE Nowcast
Paid-members Financial Conditions Monitor: Dovish Fed, Labor Market, and Commodity Developments - May 5, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
Paid-members Activity Update: There Is Still A Labor Market Deceleration Underway - May 5, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
