Paid-members October 13, 2023 by Skanda Amarnath — 2 min read Financial Conditions Monitor: Fedspeak Prices Out A November Hike While Energy Prices Bounce - October 13, 2023 Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors
Paid-members Activity Update: No Major Data Developments - October 13, 2023 Skanda Amarnath — 1 min read Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors
Paid-members Supply Chain Monitor PPI Update Alex Williams — 3 min read PPIs point to stabilization on the supply side. Supply Chain Monitor
Paid-members September Core-Cast Post-CPI: Hotter PCE Components Keep A Q4 Hike In Play Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Federal Reserve Fed Policy Monetary Policy CPI Recap
Paid-members September (Pre-PPI) Inflation Preview: The Wedge Will Matter Again...Pulling Up CPI and Pushing Down PCE Skanda Amarnath — 7 min read Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Systematic Monitors Data Preview