Paid-members April 15, 2024 by Skanda Amarnath — 1 min read Activity Update: Little Change In A Data-Light Week - April 14, 2024 Activity Indices Activity Monitor Economic Activity Growth Recap Data Systematic Monitors
Paid-members Financial Conditions Monitor: Adverse Inflation Data & Supply Side Risk Paves Way To Hawkish Fed & Tighter FCI - April 14, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
Paid-members March Core-Cast Post-PPI: A Serious Setback For Even A July Cut. A Series Of Unfortunate Inflation Developments Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Recap Data Nowcast Systematic Monitors
Paid-members March Core-Cast Post-CPI: A Serious Setback For A June Cut. Baseline For Cuts Keeps Getting Pushed Out Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Data Systematic Monitors
Paid-members Financial Conditions Monitor: The Supply-Side Achilles Heel Shows More Exposure & Show How Old Risks Can Reemerge - April 7, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
