Paid-members February 16, 2024 by Skanda Amarnath — 4 min read Jan Core-Cast Post-PPI: No Surprises...PPI Inputs Are Right In Line With Our Existing Nowcasts 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
Paid-members Activity Update: Services Sector Stabilizing, Will Manufacturing & The Labor Market Follow? - February 10, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: Growth Optimism Powers Through Hawks' Rhetoric - February 10, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: Beating Back March Probabilities Without Broader Fallout - February 4, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Data Recap
