Paid-members January 14, 2024 by Skanda Amarnath — 1 min read Activity Update: An Encouraging Week For The Activity Outlook, But Very Little Learned From Realized Data In The Past Week - January 14, 2024 Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: Further Disinflation Strengthens The Case For Cuts & Growth Resilience - January 14, 2024 Skanda Amarnath — 4 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Recap Data
Paid-members December Core-Cast Post-PPI: Shrugging Off The CPI Setback. A March Cut Re-Emerges As A Solid Base-Case Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast PPI Recap Monetary Policy
Paid-members December Core-Cast Post-CPI: A Marginal Setback For The Prospect Of A March Cut Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Inflation Fed Policy Federal Reserve Monetary Policy
Paid-members Financial Conditions Monitor: Fedspeak Drives Tightening Even As Data Shows More Downside Risk and Deceleration - January 7, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors Recap
