Skanda Amarnath

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April 29, 2024 by Skanda Amarnath — 2 min read

Activity Update: Hard Data Stabilization Outweighs Soft Data Fragility - April 29, 2024

Paid-members

Financial Conditions Monitor: Local Relief From Policy-Induced Tightening, As The Growth Outlook Remains Firm - April 29, 2024

Skanda Amarnath — 2 min read

Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors

March Core-Cast Post-PCE: Rounding Out A Disappointing Q1

Skanda Amarnath — 4 min read

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of...

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Data Recap Systematic Monitors PCE Nowcast

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Mar Core-Cast Post-GDP: Lagging Consensus Keeps Getting Rudely Awakened To Core PCE Upside & Revisions

Skanda Amarnath — 5 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing GDP Nowcast Systematic Monitors Fed Policy Inflation Data

Paid-members

Financial Conditions Monitor: Rates-Led Tightening & Commodity Divergence - April 24, 2024

Skanda Amarnath — 3 min read

Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Macro and Markets Recap Data Systematic Monitors

Activity Update: Hard Data Stabilization Outweighs Soft Data Fragility - April 29, 2024

Financial Conditions Monitor: Local Relief From Policy-Induced Tightening, As The Growth Outlook Remains Firm - April 29, 2024

March Core-Cast Post-PCE: Rounding Out A Disappointing Q1

Mar Core-Cast Post-GDP: Lagging Consensus Keeps Getting Rudely Awakened To Core PCE Upside & Revisions

Financial Conditions Monitor: Rates-Led Tightening & Commodity Divergence - April 24, 2024

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