Paid-members January 26, 2024 by Skanda Amarnath — 1 min read December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed) Core-Cast Core Inflation Core PCE Core Services Ex Housing GDP Inflation Systematic Monitors Nowcast Data Recap
Paid-members Activity Update: Still A Slowdown, But Some Encouraging That We're Close To Turning A Corner - January 21, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Recap Data Systematic Monitors
Paid-members Activity Update: An Encouraging Week For The Activity Outlook, But Very Little Learned From Realized Data In The Past Week - January 14, 2024 Skanda Amarnath — 1 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: Further Disinflation Strengthens The Case For Cuts & Growth Resilience - January 14, 2024 Skanda Amarnath — 4 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Recap Data
Paid-members December Core-Cast Post-PPI: Shrugging Off The CPI Setback. A March Cut Re-Emerges As A Solid Base-Case Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast PPI Recap Monetary Policy
