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November 4, 2023 by Skanda Amarnath — 3 min read

Activity Update: We're Not Destined For Recession, But There Is A Slowdown That Warrants A More Flexible Fed - November 4, 2023

November 2023 FOMC Preview: Long Yields Encourage Restraint

Preston Mui — 4 min read

The Fed will leave its target range for the Federal Funds Rate at 5.25%-5.50%. The big news between the last meeting and this is the large raise in long yields, which has several committee members thinking that there will be less need to hike.

Federal Reserve FOMC Fed Expectations Data Preview Systematic Monitors Macro and Markets Monetary Policy

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Activity Update: Not That Hot, Not That Cold - October 29, 2023

Skanda Amarnath — 2 min read

Growth Activity Indices Activity Monitor Economic Activity Data Systematic Monitors

September Core-Cast Post-PCE: Soft ECI Tea Leaves, Core PCE Still Poised To Underperform Fed Projections

Skanda Amarnath — 5 min read

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of...

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PCE Recap Data Nowcast Systematic Monitors

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September Core-Cast Post-GDP: Minimal Revisions But Growing Signs of a Soft Q3 ECI That Should End Hiking Ambitions

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors GDP PCE Federal Reserve Fed Policy

Activity Update: We're Not Destined For Recession, But There Is A Slowdown That Warrants A More Flexible Fed - November 4, 2023

November 2023 FOMC Preview: Long Yields Encourage Restraint

Activity Update: Not That Hot, Not That Cold - October 29, 2023

September Core-Cast Post-PCE: Soft ECI Tea Leaves, Core PCE Still Poised To Underperform Fed Projections

September Core-Cast Post-GDP: Minimal Revisions But Growing Signs of a Soft Q3 ECI That Should End Hiking Ambitions

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