Paid-members January 3, 2025 by Skanda Amarnath — 2 min read 2025H1 Fed Outlook: The First Half of the Year Presents Many Plausible Fed Policy Paths State Space Labor Markets Fed Policy Monetary Policy Core Inflation Inflation Federal Reserve Fed Expectations
Paid-members MacroSuite Exclusive: Is Tech The New Fulcrum Of The Cycle? AI-Driven Growth Tailwinds & Swelling Imbalances in 2025 Skanda Amarnath — 5 min read Productivity Recession State Space Investment
Paid-members Base-Case Revision: Waiting Until June For Cuts - Revising The Fed's Capacity To Be Headfaked By Seasonality Skanda Amarnath — 3 min read Federal Reserve Fed Expectations Fed Policy Monetary Policy Macro and Markets State Space
Paid-members Financial Conditions Monitor & State Space: The Two Scenarios For Cuts and Their Broader FCI Implications - December 30, 2023 Skanda Amarnath — 3 min read Financial Conditions Systematic Monitors Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets State Space
Paid-members November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited. Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE State Space Core Services Ex Housing Inflation Data Recap FOMC Federal Reserve
