Systematic Monitors

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February 3, 2025 by Skanda Amarnath — 3 min read

Financial Conditions Monitor: DeepSeek and Tariff Fears Bite - February 2, 2025

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US Activity Update: Continued Acceleration, This Week Led By The Hard Data - February 2, 2025

Skanda Amarnath — 3 min read

Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors

December 2024 Core-Cast Post-PCE: Not Our Finest Nowcasting Cycle. Optimistic Outcomes Grow More Plausible For The Fed

Skanda Amarnath — 5 min read

Most of the Personal Consumption Expenditures (PCE) inflation gauges are sourced from Consumer Price Index (CPI) data, but Producer Price Index (PPI) input data is of increasing relevance,...

Core-Cast Core Inflation Core PCE Core Services Ex Housing PCE Inflation Data Recap Systematic Monitors Nowcast

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December 2024 Core-Cast Post-GDP: The Dark Spaces Shade Our Nowcast Down Mildly

Skanda Amarnath — 3 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation GDP Nowcast Data Recap Systematic Monitors

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December 2024 Core-Cast Revision: We're Probably Too High. But There Are Implications Even If We're Offsides

Skanda Amarnath — 2 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Nowcast Systematic Monitors Data

Financial Conditions Monitor: DeepSeek and Tariff Fears Bite - February 2, 2025

US Activity Update: Continued Acceleration, This Week Led By The Hard Data - February 2, 2025

December 2024 Core-Cast Post-PCE: Not Our Finest Nowcasting Cycle. Optimistic Outcomes Grow More Plausible For The Fed

December 2024 Core-Cast Post-GDP: The Dark Spaces Shade Our Nowcast Down Mildly

December 2024 Core-Cast Revision: We're Probably Too High. But There Are Implications Even If We're Offsides

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