The Global Dimension of Inflation: Exposing The Achilles' Heel of Stabilization Policy Skanda Amarnath
Paid-members December 15, 2024 by Skanda Amarnath — 3 min read Financial Conditions Monitor: Tighter FCI Despite Data Strengthening The Case For A December Cut - December 15, 2024 Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: Data-Light Week But Soft Survey Data Continues To See Rising Sentiment - December 15, 2024 Skanda Amarnath — 1 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members November 2024 Core-Cast Post-PPI: Big Downsides Across The Board Help Keep A December Cut Firmly On Track Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Data Recap Systematic Monitors
Paid-members November 2024 Core-Cast Post-CPI: Uncomfortably Firm. The Fed Has A Dilemma If There's Another Goods Inflation Impulse Afoot Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Data Systematic Monitors
Paid-members November 2024 Inflation Preview: A Touch Less Upside vs Last Two Months But Still Not What The Fed Would Love To See Skanda Amarnath — 8 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Data
