Paid-members March 28, 2023 by Skanda Amarnath — 2 min read US Activity Update: Soft Data From Business Surveys Keeps Pointing To Slower Hiring Activity Indices Activity Monitor Data Economic Activity Growth Expectations Systematic Monitors
Paid-members Financial Conditions Monitor: Tightening By Other Means - March 26, 2023 Skanda Amarnath — 3 min read Economic Activity Financial Conditions Growth Expectations
Paid-members Fedspeak Monitor - March 25, 2023 Alex Williams & Skanda Amarnath — 2 min read Fed Policy Fed Expectations FOMC
Paid-members US Activity Update: Capital Goods Orders & KC Fed Services Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity
Paid-members Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not Skanda Amarnath — 2 min read Food Inflation Core Services Ex Housing Core PCE retail sales Consumption Core Inflation