Paid-members May 19, 2024 by Skanda Amarnath — 3 min read Financial Conditions Monitor: Moderate Inflation Outcomes Embolden Risk Appetite and FCI Easing Impulses - May 19, 2024 Financial Conditions Macro and Markets Systematic Monitors Fed Pricing Fed Expectations Growth Expectations Inflation Expectations Recap Data
Paid-members Activity Update: April Hard Data Disappoints, As Weather Effects Likely Pulled Forward Growth Into March - May 19, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members April Core-Cast Post-CPI: Favorable Supercore But Goods Prices Still Run Too Strong For 2%-Consistent Outcomes Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Systematic Monitors Data Recap Nowcast
Paid-members April Core-Cast Post-PPI: Encouraging News At The Margin But Plenty Still Hangs In The Balance Ahead of Tomorrow Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Recap Nowcast Systematic Monitors Data
Paid-members Financial Conditions Monitor: A Strong Equity Market, A More Hawkish Fed, and Cross-Cutting Supply Developments - May 11, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors Data Recap
