Paid-members September 22, 2023 by Skanda Amarnath — 6 min read August Core-Cast Note: The Annual PCE Revisions Present Multiple Scenarios For Inflation and the Fed Funds Rate in Q4 Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation State Space Data Preview Systematic Monitors Nowcast
Paid-members September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance Skanda Amarnath — 8 min read Monetary Policy Fed Policy State Space Federal Reserve Macro and Markets Inflation FOMC Recap
Paid-members Financial Conditions Monitor: Higher Energy Prices And Tighter Financial Conditions - September 15, 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: Stable Activity Trends As Hard Data Cools And Soft Data Catches Up - September 15, 2023 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors
Paid-members Financial Conditions Monitor: Higher Energy Prices And Tighter Financial Conditions - September 15, 2023 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Systematic Monitors Fed Pricing Macro and Markets