Paid-members September 12, 2024 by Skanda Amarnath — 4 min read August 2024 Core-Cast Post-PPI: If Core CPI Was Supposed To Kill A 50bp Cut, PPI Details Suggest It's Not Dead Yet PPI Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Data Recap Systematic Monitors Nowcast
Paid-members August 2024 Post-CPI Core-Cast: Despite Surprising Housing Lags, PCE Implications Are More Benign & Encouraging Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast Data Recap Systematic Monitors CPI
Paid-members August 2024 Inflation Preview: This Should Be Benign Skanda Amarnath — 5 min read Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Preview Data Systematic Monitors
Paid-members Financial Conditions Monitor: Implied Growth Expectations Check Down To Slowing Data - September 8, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Data Recap Macro and Markets
Paid-members US Activity Update: Labor Market Data Still Suggests More Slowing - September 8, 2024 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Labor Markets Jobs Day Systematic Monitors