Paid-members May 10, 2024 by Skanda Amarnath — 12 min read April Inflation Preview: Tech, Stocks & Seasonals: What Went So Wrong (& Right) In Q1? What Does It Tell Us About Q2? Preview Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing CPI PPI PCE Nowcast Systematic Monitors Data
Paid-members Financial Conditions Monitor: Dovish Fed, Labor Market, and Commodity Developments - May 5, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
Paid-members Activity Update: There Is Still A Labor Market Deceleration Underway - May 5, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Activity Update: Hard Data Stabilization Outweighs Soft Data Fragility - April 29, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Data Recap Systematic Monitors Growth
Paid-members Financial Conditions Monitor: Local Relief From Policy-Induced Tightening, As The Growth Outlook Remains Firm - April 29, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
