The Global Dimension of Inflation: Exposing The Achilles' Heel of Stabilization Policy Skanda Amarnath
Paid-members January 12, 2024 by Skanda Amarnath — 4 min read December Core-Cast Post-PPI: Shrugging Off The CPI Setback. A March Cut Re-Emerges As A Solid Base-Case Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast PPI Recap Monetary Policy Federal Reserve Fed Policy Data
Paid-members December Core-Cast Post-CPI: A Marginal Setback For The Prospect Of A March Cut Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Inflation Fed Policy Federal Reserve Monetary Policy
Paid-members December Inflation Preview: How Much More Disinflation Can Be "Banked" Before Q1 Begins? Skanda Amarnath — 8 min read Core-Cast Core Inflation Inflation CPI Core PCE Core Services Ex Housing Systematic Monitors Preview Data
Paid-members Financial Conditions Monitor: Fedspeak Drives Tightening Even As Data Shows More Downside Risk and Deceleration - January 7, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors Recap
Paid-members Activity Update: The Data Is Not Delivering (Yet). We Have To Mark Up The Probability Of A Recession - January 7, 2024 Skanda Amarnath — 4 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
