Paid-members February 4, 2024 by Preston Mui — 1 min read Fedspeak Monitor 2/4/24 Statements by Bowman, Goolsbee, and Powell this week revealed little we didn't already know. Fedspeak Federal Reserve
Paid-members Jan 2024 Jobs Day Preview (& Jan FOMC Recap) - Scope To Revise The Outlook To The Downside Skanda Amarnath — 4 min read Jobs Day Preview Labor Markets FOMC Federal Reserve Fed Policy Recap Employment
Paid-members Financial Conditions Monitor: Forward Earnings Estimates Fall But Growth Expectations Rise - January 28, 2024 Skanda Amarnath — 4 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Systematic Monitors
Paid-members Activity Update: Preliminary Signs Of Stabilization From The Consumer & The Services Sector - January 28, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Systematic Monitors Data Recap Growth
Paid-members December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed) Skanda Amarnath — 1 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing GDP Inflation Systematic Monitors Nowcast Data Recap