Paid-members March 17, 2024 by Skanda Amarnath — 2 min read Activity Update: Q1 GDP Looks Shallower But The Underlying Trajectory Shows More Encouraging Signs - March 17, 2024 Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: A Calmer Week Despite Upside Inflation and Interest Rate Developments - March 17, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Macro and Markets Fed Pricing Data Recap Systematic Monitors
Paid-members Feb Core-Cast Post-PPI: Upside & Revisions All But End Prospects For A Preemptive Cut In May Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast PPI Recap Systematic Monitors Data
Paid-members Feb Core-Cast Post-CPI: Better Than It Looks. Solidifies The Base Case For A June Cut But A Path To A May Cut Still Exists Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Nowcast Data Systematic Monitors Inflation
Paid-members Financial Conditions Monitor: A Rotation Of Support From Growth To Policy Keeps Conditions Little Changed - March 10, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Macro and Markets Recap Data
