Paid-members December 12, 2023 by Skanda Amarnath — 6 min read November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Systematic Monitors Data
December 2023 FOMC Preview Preston Mui — 6 min read The Fed will hold, but will still probably not want to talk too much about 2024. Federal Reserve FOMC Fed Expectations Data Preview Systematic Monitors Macro and Markets Monetary Policy
Paid-members Activity Update: The Deceleration Continues, But Signs Of Stabilization Are Emerging - December 10, 2023 Skanda Amarnath — 4 min read Activity Indices Activity Monitor Economic Activity Systematic Monitors Growth Data Recap
Four Notes Ahead of the November Employment Report - We Are All On Sahm Rule Watch Skanda Amarnath — 4 min read Labor Markets Employment Jobs Day Preview Data Wages Macro and Markets Monetary Policy Federal Reserve Fed Policy
Activity Update: Enough Deceleration That The Fed Should Remove Its Tightening Bias - December 3, 2023 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Recap Data Systematic Monitors