Paid-members October 10, 2023 by Skanda Amarnath — 7 min read September (Pre-PPI) Inflation Preview: The Wedge Will Matter Again...Pulling Up CPI and Pushing Down PCE Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Systematic Monitors Data Preview
Paid-members Financial Conditions Monitor: Long and Variable Capital Markets Tightening - October 7, 2023 Skanda Amarnath — 3 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors
Paid-members Activity Update - Further Nominal Deceleration In the Labor Market, Cushioned By Soft Data Strength - October 6, 2023 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors
Paid-members Activity Update: Nominal Deceleration Is Becoming The Most Noteworthy Growth Dynamic - October 1, 2023 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Systematic Monitors Data
Paid-members Revised Fedspeak Monitor - October 1, 2023 Alex Williams & Skanda Amarnath — 3 min read Federal Reserve Fed Expectations Fed Policy Fedspeak Systematic Monitors Monetary Policy Macro and Markets