Paid-members January 20, 2025 by Skanda Amarnath — 3 min read Financial Conditions Monitor: Optimistic Reads Of Inflation Data Dominate Risk Sentiment - January 20, 2025 Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Growth Data Recap Systematic Monitors
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Paid-members December 2024 Core-Cast Post-IPI: We'll Keep Re-Checking But We're Sticking To Our Above-Consensus Nowcast For Now Skanda Amarnath — 5 min read IPI Core-Cast Core Services Ex Housing Core PCE Core Inflation Inflation Nowcast Data Recap Systematic Monitors
Paid-members December 2024 Core-Cast Post-CPI: Better Than What We Feared Yesterday But Still Underwhelmed Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Inflation Recap Nowcast Data Systematic Monitors
Paid-members December 2024 Core-Cast Post-PPI: "Market-Based" Supercore Is Also Poised To Run Hot Now Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Recap Nowcast Systematic Monitors Data
