14th Amendment, Debt Ceiling & Perpetual Bonds: The Treasury Department is Hiding Political Failure In Technocratic Excuses Skanda Amarnath & Arnab Datta
December 7, 2023 by Skanda Amarnath — 8 min read November Inflation Preview: Headline Downside But Can Core PCE Keep A March "Normalization Cut" In Play? Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Preview Systematic Monitors Fed Policy Federal Reserve Monetary Policy
Four Notes Ahead of the November Employment Report - We Are All On Sahm Rule Watch Skanda Amarnath — 4 min read Labor Markets Employment Jobs Day Preview Data Wages Macro and Markets Monetary Policy Federal Reserve Fed Policy
Fedspeak Monitor (11/27/23 - 12/1/23) Preston Mui — 1 min read Waller effectively put the nail in the coffin of further rate hikes with his comments this week. Fedspeak Federal Reserve Fed Policy
Activity Update: Enough Deceleration That The Fed Should Remove Its Tightening Bias - December 3, 2023 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Recap Data Systematic Monitors
Financial Conditions Monitor: End of the Hiking Cycle Accelerates The Anticipations For Cuts - December 3, 2023 Skanda Amarnath — 4 min read Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Financial Conditions Systematic Monitors Recap