Paid-members January 12, 2025 by Skanda Amarnath — 4 min read US Activity Update: Labor Market Hard Data Confirms The Positive Inflection For Now - January 12, 2025 Activity Indices Labor Markets Activity Monitor Economic Activity Growth Data Recap Systematic Monitors Employment
Paid-members Dec 2024 Jobs Day Preview: A Plausible Constellation Of Data Could Put A January Cut On The Table Skanda Amarnath — 4 min read Jobs Day Preview Labor Markets Fed Policy Macro and Markets Monetary Policy
Paid-members Financial Conditions Monitor: Tightening To Finish Out 2024 But Alongside Stronger Growth Expectations - January 5, 2025 Skanda Amarnath — 3 min read Fed Expectations Growth Expectations Inflation Expectations Financial Conditions Macro and Markets Fed Pricing Data Systematic Monitors Recap
Paid-members US Activity Update: The Soft Data Keeps Rising - January 5, 2025 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members 2025H1 Fed Outlook: The First Half of the Year Presents Many Plausible Fed Policy Paths Skanda Amarnath — 2 min read State Space Labor Markets Fed Policy Monetary Policy Core Inflation Inflation Federal Reserve Fed Expectations
