Paid-members February 28, 2024 by Skanda Amarnath — 4 min read Jan Core-Cast Post-GDP Short Note: Marginally Less Upside Revision Than Previously Nowcasted Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast Recap GDP Data
Paid-members Financial Conditions Monitor: Looking Through Hawkish Fed Rhetoric And A Shifting Rate Cut Timeline - Feb 24, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Recap Data Systematic Monitors
Paid-members Activity Update: Jobless Claims and Housing Data Look Encouraging - February 24, 2024 Skanda Amarnath — 3 min read 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
