Macro and Markets

June 20, 2023 by Skanda Amarnath — 3 min read

Activity Update: What Supply-Side Healing Looks Like: Nominal Deceleration Without Real Deceleration - June 20, 2023

This monitor is a reflection of how we update our assessments of economic growth in real-time as we get meaningful updates from macroeconomic data releases. It provides a more timely and meaningful gauge of economic activity growth than what GDP and similar...

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Activity Update: What Supply-Side Healing Looks Like: Nominal Deceleration Without Real Deceleration - June 20, 2023

Skanda Amarnath — 3 min read

Activity Indices Activity Monitor Economic Activity Consumption Data Housing Systematic Monitors Macro and Markets

Financial Conditions Monitor: Amidst AI Hype, Markets Absorb A More Hawkish Fed - June 18, 2023

Skanda Amarnath — 1 min read

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...

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

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Financial Conditions Monitor: Amidst AI Hype, Markets Absorb A More Hawkish Fed - June 18, 2023

Skanda Amarnath — 3 min read

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

Mid-May State Space (& April PCE Preview): Regional Banks & Debt Ceiling Bring End of Hikes Into Clearer View

Skanda Amarnath — 1 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. We...

State Space Macro and Markets Preview Monetary Policy Growth Expectations Inflation Expectations Core-Cast Core Inflation Core PCE Core Services Ex Housing

Activity Update: What Supply-Side Healing Looks Like: Nominal Deceleration Without Real Deceleration - June 20, 2023

Activity Update: What Supply-Side Healing Looks Like: Nominal Deceleration Without Real Deceleration - June 20, 2023

Financial Conditions Monitor: Amidst AI Hype, Markets Absorb A More Hawkish Fed - June 18, 2023

Financial Conditions Monitor: Amidst AI Hype, Markets Absorb A More Hawkish Fed - June 18, 2023

Mid-May State Space (& April PCE Preview): Regional Banks & Debt Ceiling Bring End of Hikes Into Clearer View

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