Paid-members July 13, 2023 by Skanda Amarnath — 6 min read June Core-Cast Post-PPI: Will The Fed Be Dogmatic or Data-Dependent? 2023 Core PCE Trajectory Materially Improves Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing PPI Nowcast Data Recap Systematic Monitors
Paid-members June Core-Cast Post-CPI: What You Want To See To Get To 2% Core PCE Next Summer Skanda Amarnath — 7 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Data Recap CPI Systematic Monitors Nowcast
Paid-members June Inflation Preview: The Path To The Fed's 2% PCE Goals Is Getting Clearer But Not Soon Enough To Forestall a July Hike Skanda Amarnath — 10 min read Inflation Core Inflation Core PCE Core-Cast Core Services Ex Housing CPI Data Preview Systematic Monitors
Paid-members Financial Conditions Monitor: Resilient Growth Puts Fed Tightening Efforts Back In The Driver's Seat - July 9, 2023 Skanda Amarnath — 2 min read Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Financial Conditions
Paid-members Activity Update: The Acceleration Is Real (But Will It Be Nominal?) - July 8, 2023 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Systematic Monitors Data