Paid-members October 7, 2024 by Skanda Amarnath — 7 min read September 2024 Core-Cast Inflation Preview: Wedge Issues - Core CPI Has Upside Surprise Potential Alongside Better Core PCE Readings Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Preview Nowcast Data CPI Systematic Monitors
Paid-members Financial Conditions Monitor: Stronger Growth, Tighter FCI, More Geopolitical Risk - October 6, 2024 Skanda Amarnath — 2 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update (Longer Read): Stabilizing Slowdown, Fragile Hiring Trends, Cyclical Weakness - October 6, 2024 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members US Activity Update: Long-Term Revisions Don't Change The Immediate Picture Of A Slowdown - September 29, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Data Growth Recap Systematic Monitors
Paid-members Financial Conditions Monitor: China Stimulus and OPEC Signals Dominate - September 29, 2024 Skanda Amarnath — 2 min read Financial Conditions Macro and Markets Fed Pricing Fed Expectations Growth Expectations Inflation Expectations Recap Data Systematic Monitors
