Paid-members April 8, 2025 by Skanda Amarnath — 6 min read March 2025 Inflation Preview: The Calm Before The Storm Begins Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Preview Data Systematic Monitors CPI
Paid-members Financial Conditions Monitor: A US Growth Shock Of Historic Proportions - April 7, 2025 Skanda Amarnath — 4 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update: Sentiment Is Sharply Falling And The Hard Data Is Showing More Vulnerability Now - April 7, 2025 Skanda Amarnath — 4 min read Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors Recap
Paid-members March 2025 Jobs Day Forecast & Preview - Barring More Weather Effects, Expect More Underlying Deceleration Skanda Amarnath — 5 min read Payrolls Jobs Day Employment Labor Markets Preview Systematic Monitors Data NFP
Paid-members US Activity Update: The Second Derivative Has Turned Negative - March 31, 2025 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
