Paid-members October 30, 2024 by Skanda Amarnath — 4 min read September 2024 Core-Cast Post-GDP: We Were Already On The High Side, But Perhaps Not High Enough Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast Systematic Monitors Data Recap GDP
Paid-members Financial Conditions Monitor: Stronger Growth Expectations, Tighter FCI - October 27, 2024 Skanda Amarnath — 2 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: Soft Survey Data Is Inflecting Up. Will Hard Data Follow? - October 27, 2024 Skanda Amarnath — 2 min read Growth Data Recap Systematic Monitors Activity Indices Activity Monitor Economic Activity
Paid-members Financial Conditions Monitor: Markets Stay Optimistic - October 20, 2024 Skanda Amarnath — 3 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: Consumer Spending Finishes Q3 But Headwinds Remain - October 19, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors