Paid-members February 7, 2025 by Skanda Amarnath — 4 min read January 2025 Jobs Daybreak Notes: How To Evaluate The Labor Market's Evolution Through The Fog of Revisions Jobs Day Labor Markets Preview Data
Paid-members December 2024 Inflation Preview: The Fed Will Be Watching A Lot More Than Housing Inflation Progress Skanda Amarnath — 7 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Data
Paid-members Dec 2024 Jobs Day Preview: A Plausible Constellation Of Data Could Put A January Cut On The Table Skanda Amarnath — 4 min read Jobs Day Preview Labor Markets Fed Policy Macro and Markets Monetary Policy
Paid-members November 2024 Inflation Preview: A Touch Less Upside vs Last Two Months But Still Not What The Fed Would Love To See Skanda Amarnath — 8 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Data
Paid-members October 2024 Inflation Preview: Consensus Is Right To See Upside Risk, But Larger Risks For PCE Are Coiling Skanda Amarnath — 8 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Preview Systematic Monitors CPI
