Inflation Expectations

March 12, 2023 by Skanda Amarnath — 4 min read

Financial Conditions Monitor - Lower Growth Expectations Contribute To Tightening 3/12/2023

We systematically track the evolution of financial conditions and their underlying drivers. We intend to share regular updates of these systematic monitors with our donors on a more exclusive basis (so long as it does not compromise our public mission). This monitor...

Financial Conditions Monitor: Tracking Market-Implied Growth, Inflation, and Fed Expectations

Skanda Amarnath — 3 min read

We systematically track the evolution of financial conditions and their underlying drivers. This monitor is a reflection of how we think macroeconomic and policy dynamics are affecting financial conditions and, by extension, our assessment of the economic growth outlook.

Macro and Markets Systematic Monitors Financial Conditions Growth Expectations Inflation Expectations Fed Pricing Fed Expectations Fed Policy

The State Space: March 2023

Skanda Amarnath — 3 min read

Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states.

State Space Macro and Markets Monetary Policy Labor Markets Growth Expectations Inflation Inflation Expectations Wages Fed Policy Federal Reserve

Financial Conditions Monitor - Lower Growth Expectations Contribute To Tightening 3/12/2023

Financial Conditions Monitor: Tracking Market-Implied Growth, Inflation, and Fed Expectations

The State Space: March 2023

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