Paid-members March 13, 2025 by Skanda Amarnath — 5 min read February 2025 Core-Cast Post-PPI: More Bad News Core-Cast Core Inflation Core PCE Core Services Ex Housing PPI Nowcast Recap Data Systematic Monitors Inflation
Paid-members February 2025 Core-Cast Post-CPI: Uh Oh...Definitely Not As Good As It First Looked Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Inflation Core Services Ex Housing Systematic Monitors Nowcast Recap CPI Data
Paid-members Financial Conditions Monitor: Trade Policy Uncertainty, Risk-Off, and a Weaker Dollar - March 10, 2025 Skanda Amarnath — 4 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Growth Recap Data Systematic Monitors
Paid-members US Activity Update: The Data Trajectory Is Locally Good. The Risks Remain - March 10, 2025 Skanda Amarnath — 6 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members February 2025 Inflation Preview: CPI Should Be More Benign Than January, But Will It Even Matter To The Fed? Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Data
