The Global Dimension of Inflation: Exposing The Achilles' Heel of Stabilization Policy Skanda Amarnath
Paid-members June 8, 2025 by Kim Stiens — 6 min read May 2025 Inflation Preview: The Tide Is Beginning To Shift, But It Won't Be More Apparent Until Later This Summer Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Preview CPI Data Systematic Monitors
Paid-members May 2025 Jobs Day Forecast & Preview: Marginally Slower Job Growth & Higher Unemployment Skanda Amarnath — 4 min read Preview Jobs Day Employment Labor Markets Data Systematic Monitors Payrolls
Paid-members US Activity Update: The Soft Data Is Still Getting Worse Despite Policy & Equity Market Relief - June 1, 2025 Skanda Amarnath — 2 min read Activity Indices Economic Activity Activity Monitor Data Growth Recap Systematic Monitors
Paid-members Financial Conditions Monitor: Partial Bond Market Reversal Lifts Risk Assets - June 2, 2025 Skanda Amarnath — 3 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Systematic Monitors Recap
