Paid-members December 13, 2023 by Skanda Amarnath — 5 min read November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging Core-Cast Core Inflation Core Services Ex Housing Core PCE Federal Reserve Fed Policy Monetary Policy Inflation PPI Recap Systematic Monitors Nowcast Data
Paid-members November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Systematic Monitors Data
Paid-members Activity Update: The Deceleration Continues, But Signs Of Stabilization Are Emerging - December 10, 2023 Skanda Amarnath — 4 min read Activity Indices Activity Monitor Economic Activity Systematic Monitors Growth Data Recap
Financial Conditions Monitor: Falling Unemployment Takes Out "Hard Landing Cuts" - December 10, 2023 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors Recap
November Inflation Preview: Headline Downside But Can Core PCE Keep A March "Normalization Cut" In Play? Skanda Amarnath — 8 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Fed Policy Federal Reserve