Paid-members August 13, 2024 by Skanda Amarnath — 4 min read July 2024 Post-PPI Core-Cast: Smidge Higher Than Our Preview, Likely Below Consensus Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Recap Data Systematic Monitors
Paid-members Financial Conditions Monitor: A Choppy Week But The Growth Outlook Continues To De-Rate - August 11, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Pricing Fed Expectations Growth Expectations Inflation Expectations Macro and Markets Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: Pricing In Downside Growth Risk, Tighter FCI, & A 50bp Cut In September - August 4, 2024 Skanda Amarnath — 3 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: Spooky Jobs Report Highlights A Concerning Slowdown - August 4, 2024 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors Recap ECI Labor Markets
Paid-members Financial Conditions Monitor: Benign Growth Expectations, A September Cut, and Commodity Price Weakness - July 28, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Recap Data Systematic Monitors
