Paid-members February 13, 2025 by Skanda Amarnath — 5 min read January 2025 Core-Cast Post-PPI: Pitch Perfect PPI Puts Year-over-Year Core PCE On Track For A New Post-Pandemic Low Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Data Recap Systematic Monitors Nowcast
Paid-members January 2025 Core-Cast Post-CPI: Yet Another Hot January Inflation Print Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Inflation Recap Nowcast Data Systematic Monitors
Paid-members Financial Conditions Monitor: Not All Tariff Threats Bite, But Enough To Keep A March Cut Off The Table - February 10, 2025 Skanda Amarnath — 4 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: Through The Fog of Revisions, Growth Trends Look Solid At The Topline Level - February 9, 2025 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members January 2025 Inflation Preview: A Wide Range Of Plausible Scenarios Skanda Amarnath — 7 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Preview Data Systematic Monitors CPI
