Recap

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March 31, 2025 by Skanda Amarnath — 2 min read

US Activity Update: The Second Derivative Has Turned Negative - March 31, 2025

February 2025 Core-Cast Post-PCE: We Saw The Upside. And We May See More Upside In The Next Few Months

Skanda Amarnath — 4 min read

Core-Cast is our model and publication series for nowcasting the Fed's Personal Consumption Expenditures (PCE) inflation gauges. We update our estimates from CPI, PPI, Import Price,...

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Data Recap PCE Nowcast

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Financial Conditions Monitor: Powell Lands It On The Fairway - March 24, 2025

Skanda Amarnath — 3 min read

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

Paid-members

US Activity Update: Not Everything's Getting Worse, But The Challenges Are Likely To Rise Through The Year - March 24, 2025

Skanda Amarnath — 4 min read

Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors

Paid-members

February 2025 Core-Cast Post-IPI: No Changes From PPI Update

Skanda Amarnath — 1 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation IPI Recap Data Nowcast Systematic Monitors

US Activity Update: The Second Derivative Has Turned Negative - March 31, 2025

February 2025 Core-Cast Post-PCE: We Saw The Upside. And We May See More Upside In The Next Few Months

Financial Conditions Monitor: Powell Lands It On The Fairway - March 24, 2025

US Activity Update: Not Everything's Getting Worse, But The Challenges Are Likely To Rise Through The Year - March 24, 2025

February 2025 Core-Cast Post-IPI: No Changes From PPI Update

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