Paid-members August 6, 2023 by Skanda Amarnath — 2 min read Activity Update: Soft Survey Data Plays Catch-Up, Real Activity Looks Solid, and Productivity Keeps Showing Upside - August 6, 2023 Systematic Monitors Data Economic Activity Activity Monitor Activity Indices
Paid-members Financial Conditions Monitor: Growth-Induced Tightening, Fading Odds of a September Hike, and A Reemerging "Energy Achilles Heel" - August 6, 2023 Skanda Amarnath — 3 min read Financial Conditions Systematic Monitors Fed Expectations Inflation Expectations Growth Expectations Fed Pricing Macro and Markets
Paid-members July NFP Preview - Cooling But Still Robust Skanda Amarnath — 2 min read NFP Preview Jobs Day Labor Markets Employment Wages Data
Paid-members Financial Conditions Monitor: Growth & Inflation Divergence Vexes Fed But Support Asset Prices - July 30, 2023 Skanda Amarnath — 4 min read Financial Conditions Systematic Monitors Macro and Markets Fed Pricing Fed Expectations Growth Expectations Inflation Expectations
Paid-members Activity Update: Consumption & Services Trends Are Normalizing But The Supply Side Is Booming - July 29, 2023 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Systematic Monitors Data