Paid-members November 4, 2023 by Skanda Amarnath — 3 min read Activity Update: We're Not Destined For Recession, But There Is A Slowdown That Warrants A More Flexible Fed - November 4, 2023 Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors
Paid-members Financial Conditions Monitor: Nearing The End Of The Hiking Cycle...And The Beginning of An Easing Cycle? - November 4, 2023 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors
Paid-members Activity Update: Not That Hot, Not That Cold - October 29, 2023 Skanda Amarnath — 2 min read Growth Activity Indices Activity Monitor Economic Activity Data Systematic Monitors
Paid-members Financial Conditions Monitor: Equity Risk Premiums Finally Widen, Signaling Additional Basis For Caution - October 29, 2023 Skanda Amarnath — 2 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors
Paid-members September Core-Cast Post-GDP: Minimal Revisions But Growing Signs of a Soft Q3 ECI That Should End Hiking Ambitions Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors GDP PCE Federal Reserve Fed Policy