Paid-members June 9, 2024 by Skanda Amarnath — 2 min read Financial Conditions Monitor: Jobs Day Counters US Growth Fears, Which Now Shift To CPI & The Fed - June 9, 2024 Financial Conditions Fed Pricing Fed Expectations Growth Expectations Inflation Expectations Macro and Markets Systematic Monitors Recap Data
Paid-members Activity Update: A Steady Picture When Viewed Holistically - June 9, 2024 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Supply Chain Monitor: May PMIs Alex Williams — 3 min read In May, Manufacturing PMIs fell while Services PMIs posted surprisingly strong growth. Supply Chain Monitor
Paid-members Financial Conditions Monitor: Buckling Up For A Bumpy June - June 2, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Macro and Markets Fed Pricing Data Systematic Monitors Recap
Paid-members Activity Update: Mixed Signals Across Hard and Soft Data - June 2, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors