Paid-members February 24, 2024 by Skanda Amarnath — 3 min read Activity Update: Jobless Claims and Housing Data Look Encouraging - February 24, 2024 Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: Hot January CPI Doesn't Scare US Growth Expectations - February 17, 2024 Skanda Amarnath — 3 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Recap Systematic Monitors Data
Paid-members Activity Update: Soft Data and Claims Stabilize, While GDP Inputs Start Q1 Slow - February 17, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Systematic Monitors Recap Data
Paid-members Jan Core-Cast Post-PPI: No Surprises...PPI Inputs Are Right In Line With Our Existing Nowcasts Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Recap Systematic Monitors
Paid-members Jan Core-Cast Post-CPI: Residual Seasonality Dominates. First Cut Now Close To A Toss-Up Between May & June Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Systematic Monitors Nowcast Fed Policy
