Paid-members August 13, 2023 by Skanda Amarnath — 3 min read Financial Conditions Monitor: The "R-Star Brigade" Remains Unfazed - August 13, 2023 Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Financial Conditions
Paid-members Activity Update: Thin Week Of Data Leaves "Real Acceleration, Nominal Deceleration" Intact - August 13, 2023 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Data Systematic Monitors
Paid-members July Core-Cast Post-PPI: Soft CPI Blunted By...Spiking Prices For Portfolio Management & Investment Advice? Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing PPI Data Nowcast Recap
Paid-members July Core-Cast Post-CPI: More Good News Ahead Of Schedule - Yes, It's Not Far-Fetched For Core PCE To Be Near 2% Next Summer Skanda Amarnath — 7 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Data Inflation Recap Systematic Monitors Nowcast
Paid-members July Inflation Preview - Used Car Downside Can Hasten Path To 2% Core PCE Outcomes Skanda Amarnath — 10 min read Core Inflation Inflation Core-Cast Core Services Ex Housing CPI Data Preview Systematic Monitors