Paid-members September 11, 2024 by Skanda Amarnath — 4 min read August 2024 Post-CPI Core-Cast: Despite Surprising Housing Lags, PCE Implications Are More Benign & Encouraging Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast Data Recap Systematic Monitors CPI
Paid-members Financial Conditions Monitor: Implied Growth Expectations Check Down To Slowing Data - September 8, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Data Recap Macro and Markets
Paid-members US Activity Update: Labor Market Data Still Suggests More Slowing - September 8, 2024 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Labor Markets Jobs Day Systematic Monitors
Paid-members Financial Conditions Monitor: Markets Start Pricing In A Growth Bounce - September 2, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Macro and Markets Data Recap Systematic Monitors Fed Pricing
Paid-members US Activity Update: Data Keeps Showing More Slowing. Not A Lot Of Positive Inflection To Point To - September 2, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
