Paid-members August 12, 2024 by Skanda Amarnath — 2 min read Financial Conditions Monitor: A Choppy Week But The Growth Outlook Continues To De-Rate - August 11, 2024 Financial Conditions Fed Pricing Fed Expectations Growth Expectations Inflation Expectations Macro and Markets Data Recap Systematic Monitors
Paid-members July 2024 Inflation Preview: Seasonal Factors Pose Upside Risk To CPI But PCE Should Show More Progress Skanda Amarnath — 8 min read Inflation Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Preview Data Nowcast Systematic Monitors
Paid-members Financial Conditions Monitor: Pricing In Downside Growth Risk, Tighter FCI, & A 50bp Cut In September - August 4, 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: Spooky Jobs Report Highlights A Concerning Slowdown - August 4, 2024 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors Recap ECI Labor Markets
Paid-members Financial Conditions Monitor: Benign Growth Expectations, A September Cut, and Commodity Price Weakness - July 28, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Recap Data Systematic Monitors
