Paid-members October 13, 2024 by Skanda Amarnath — 2 min read Financial Conditions Monitor: Anticipating A Growth Boom? - October 13, 2024 Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members September 2024 Core-Cast Post-PPI: Coming In Hot. The Fed Will Want More Optionality To Pause At Coming Meetings Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Data Recap Systematic Monitors
Paid-members September 2024 Core-Cast Post-CPI: Upside Surprises Likely Push Core PCE Out of Fed's Year-End Projections Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Data Systematic Monitors
Paid-members September 2024 Core-Cast Inflation Preview: Wedge Issues - Core CPI Has Upside Surprise Potential Alongside Better Core PCE Readings Skanda Amarnath — 7 min read Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Preview Nowcast Data CPI Systematic Monitors
Paid-members Financial Conditions Monitor: Stronger Growth, Tighter FCI, More Geopolitical Risk - October 6, 2024 Skanda Amarnath — 2 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
