Skanda Amarnath

656 posts

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May 19, 2025 by Skanda Amarnath — 3 min read

Financial Conditions Monitor: From Tariff Relief To Tax Cut Optimism - May 19, 2025

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

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April 2025 Core-Cast Post-PPI: Noisy Revisions But The Year-Over-Year Nowcasts Remain Little Changed

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Recap Nowcast Data Systematic Monitors

The Supply Problem In The Fed's Framework - Part 3: Slicing & Dicing Inflation: The Fed Is Due For A Communications Overhaul

Skanda Amarnath — 10 min read

This is the third post in our multi-part series on the Fed's 2025 framework review. Part 1 can be found here and Part 2 can be...

Fed Framework Fed Policy Federal Reserve Monetary Policy Inflation Supply Side

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April 2025 Core-Cast Post-CPI: As We Suspected, The Storm Hasn't Arrived Yet. Inflation Readings Should Look Good

Skanda Amarnath — 4 min read

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

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