Skanda Amarnath

October 30, 2024 by Skanda Amarnath — 7 min read

Breaking Out of Stagnation: US Productivity Growth Is Clearly Beating Pre-Pandemic Trends Right Now

After taking into account data revisions and the Q3 GDP release, productivity growth is running stronger in the post-pandemic period, at about a 2% annualized pace. This stands in contrast to the sluggish ~1.4% pace observed in the pre-pandemic period. We&...

Paid-members

September 2024 Core-Cast Post-GDP: We Were Already On The High Side, But Perhaps Not High Enough

Skanda Amarnath — 4 min read

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

Paid-members

Financial Conditions Monitor: Stronger Growth Expectations, Tighter FCI - October 27, 2024

Skanda Amarnath — 2 min read

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

Paid-members

US Activity Update: Soft Survey Data Is Inflecting Up. Will Hard Data Follow? - October 27, 2024

Skanda Amarnath — 2 min read

Growth Data Recap Systematic Monitors Activity Indices Activity Monitor Economic Activity

Treasury's 45X Rule is a Positive Step for a More Resilient Supply Chain

Ashley George and others — 5 min read

While the Inflation Reduction Act (IRA) has already successfully catalyzed investment, there is still more that it can do. Complementary policies addressing price volatility and supply chain vulnerability, as well as permitting reform and other policies, will be needed.

Critical Minerals Supply Chains Inflation Energy

Breaking Out of Stagnation: US Productivity Growth Is Clearly Beating Pre-Pandemic Trends Right Now

September 2024 Core-Cast Post-GDP: We Were Already On The High Side, But Perhaps Not High Enough

Financial Conditions Monitor: Stronger Growth Expectations, Tighter FCI - October 27, 2024

US Activity Update: Soft Survey Data Is Inflecting Up. Will Hard Data Follow? - October 27, 2024

Treasury's 45X Rule is a Positive Step for a More Resilient Supply Chain

Subscribe to new posts.