Paid-members November 14, 2024 by Skanda Amarnath — 5 min read October 2024 Core-Cast Post-PPI: The Stocks-Inflation Tradeoff Comes In Ahead of Schedule. A Pause Is Likely By January Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Data Recap Systematic Monitors
Paid-members October 2024 Core-Cast Post-CPI: In Line With Our Forecasts & Consensus, But Plenty Of Scope For A Surprising PPI Tomorrow Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast Recap Data CPI
Paid-members October 2024 Inflation Preview: Consensus Is Right To See Upside Risk, But Larger Risks For PCE Are Coiling Skanda Amarnath — 8 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Preview Systematic Monitors CPI
Paid-members Financial Conditions Monitor: The Trump Trade Returns, With A Twist - November 10, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
Paid-members US Activity Update: Soft Data Starts Ticking Up In A Data-Light Week - November 10, 2024 Skanda Amarnath — 1 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
