Paid-members December 16, 2023 by Skanda Amarnath — 3 min read Activity Update - Marginal Deceleration Continues But We Are Getting Closer To A Positive Inflection - December 16, 2023 Activity Indices Activity Monitor Economic Activity Data Growth Systematic Monitors Recap
Paid-members Financial Conditions Monitor: Soft Landing Normalization Cuts Are Now Front & Center - December 16, 2023 Skanda Amarnath — 4 min read Fed Expectations Growth Expectations Inflation Expectations Financial Conditions Macro and Markets Systematic Monitors Fed Pricing
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
Paid-members November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging Skanda Amarnath — 5 min read Core-Cast Core Inflation Core Services Ex Housing Core PCE Federal Reserve Fed Policy Monetary Policy Inflation PPI Recap
Paid-members November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Data Nowcast Systematic Monitors
