Paid-members December 12, 2024 by Skanda Amarnath — 4 min read November 2024 Core-Cast Post-PPI: Big Downsides Across The Board Help Keep A December Cut Firmly On Track Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Data Recap Systematic Monitors
Paid-members November 2024 Core-Cast Post-CPI: Uncomfortably Firm. The Fed Has A Dilemma If There's Another Goods Inflation Impulse Afoot Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Data Systematic Monitors
Paid-members November 2024 Inflation Preview: A Touch Less Upside vs Last Two Months But Still Not What The Fed Would Love To See Skanda Amarnath — 8 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Data
Paid-members US Activity Update: More Improvement, Broader Improvement, But How Long Will It Last? - December 8, 2024 Skanda Amarnath — 4 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: Growth Expectations Take Another Dive and Feed Dovish Hopes - December 8, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
