Paid-members August 25, 2024 by Skanda Amarnath — 3 min read Financial Conditions Monitor: Powell Speech Further Reverses Growth Pessimism. Rate Normalization Will Be Data-Dependent - August 25, 2024 Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Recap Data Systematic Monitors
Paid-members Financial Conditions Monitor: Relief From Growth Pessimism - August 18, 2024 Skanda Amarnath — 3 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: Not All Data Signals A Sharper Slowdown...Reasons For Policy-Contingent Optimism - August 18, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members July 2024 Post-CPI Core-Cast: Offsetting Dynamics Leave Our Nowcasts Unchanged. Supercore Nearing The Finish Line. Fedspeak Needs To Adapt Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Nowcast Data Systematic Monitors Inflation
Paid-members July 2024 Post-PPI Core-Cast: Smidge Higher Than Our Preview, Likely Below Consensus Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Recap Data Systematic Monitors
