Paid-members July 12, 2024 by Skanda Amarnath — 3 min read June 2024 Core-Cast Post-PPI: Offsetting Surprises Leave Our Nowcasts Stable Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Recap Data Systematic Monitors Nowcast
Paid-members June Core-Cast Post-CPI: Downside Risks Materialize But Less Disinflationary For PCE. Airfares & Financial Services PPI Still Loom Large Tomorrow Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Nowcast Data Systematic Monitors Fed Policy
Paid-members Financial Conditions Monitor: Data-Market Divergences Re-Converge To A Softer Outlook - July 7, 2024 Skanda Amarnath — 4 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: We Now Have A More Concerning Slowdown Afoot - July 7, 2024 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors Recap
Paid-members Activity Update: More Sources of Slowing Emerging - June 30, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
