Paid-members February 10, 2024 by Skanda Amarnath — 2 min read Financial Conditions Monitor: Growth Optimism Powers Through Hawks' Rhetoric - February 10, 2024 Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
Paid-members January Inflation Preview: High Stakes Data Releases With Fat Tails On Both Sides Skanda Amarnath — 8 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Preview Systematic Monitors Data Inflation Fed Policy
Paid-members Core-Cast CPI Seasonal Factor Revisions: Marginally Stronger Q4 Opens More Downside Risk For January Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI PCE Systematic Monitors Nowcast Data
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
Paid-members Activity Update: Mixed Signals Leave The Growth Outlook Ambiguous - February 4, 2024 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
