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Systematic Monitors

441 posts

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September 10, 2023 by Skanda Amarnath — 9 min read

August Inflation Preview: CPI Risks Growing More Balanced Even As PCE Risks Tilt More To The Downside

Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Preview Data Systematic Monitors Inflation

Paid-members

Financial Conditions Monitor: The "Energy Achilles Heel" To The Soft Landing Thesis Still Lurks - September 10, 2023

Skanda Amarnath — 3 min read

Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Financial Conditions

Paid-members

Activity Update - Slowing Nominal Growth and Labor Takeup Amidst Stronger Real Growth - September 3, 2023

Skanda Amarnath — 3 min read

Activity Indices Activity Monitor Economic Activity Data Growth Systematic Monitors

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Financial Conditions Monitor: Expectations For A Soft Landing Easing Cycle Begin - September 3, 2023

Skanda Amarnath — 3 min read

Systematic Monitors Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Macro and Markets Fed Pricing

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Fedspeak Monitor - 9/1/23

Alex Williams — 1 min read

Systematic Monitors Federal Reserve Fed Expectations Fed Policy Monetary Policy FOMC

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