Paid-members January 12, 2025 by Skanda Amarnath — 4 min read US Activity Update: Labor Market Hard Data Confirms The Positive Inflection For Now - January 12, 2025 Activity Indices Labor Markets Activity Monitor Economic Activity Growth Data Recap Systematic Monitors Employment
Paid-members Financial Conditions Monitor: Tightening To Finish Out 2024 But Alongside Stronger Growth Expectations - January 5, 2025 Skanda Amarnath — 3 min read Fed Expectations Growth Expectations Inflation Expectations Financial Conditions Macro and Markets Fed Pricing Data Systematic Monitors Recap
Paid-members US Activity Update: The Soft Data Keeps Rising - January 5, 2025 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: The Fed Delivers A Hawkish Cut. Equity Market Concentration Raises New Risks - December 22, 2024 Skanda Amarnath — 3 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: We Remain In An Upswing - December 22, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
