Paid-members December 20, 2024 by Skanda Amarnath — 6 min read November 2024 Core-Cast Post-PCE: No Surprises Relative To Our Nowcasts. Is This The Calm Before A Storm? Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PCE Recap Nowcast Data Systematic Monitors
Paid-members November 2024 Core-Cast Post-GDP: Minimal Shifts Skanda Amarnath — 3 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation GDP Data Recap Systematic Monitors Nowcast
Paid-members Financial Conditions Monitor: Tighter FCI Despite Data Strengthening The Case For A December Cut - December 15, 2024 Skanda Amarnath — 3 min read 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