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Activity Indices

 |  Jan 07, 2024
Activity Update: The Data Is Not Delivering (Yet). We Have To Mark Up The Probability Of A Recession - January 7, 2024
by Skanda Amarnath

 |  Dec 30, 2023
Activity Update: The Soft Data Has Yet To Meaningfully Respond To The FCI Easing Impulse - December 30, 2023
by Skanda Amarnath

 |  Dec 16, 2023
Activity Update - Marginal Deceleration Continues But We Are Getting Closer To A Positive Inflection - December 16, 2023
by Skanda Amarnath

 |  Dec 10, 2023
Activity Update: The Deceleration Continues, But Signs Of Stabilization Are Emerging - December 10, 2023
by Skanda Amarnath

 |  Dec 03, 2023
Activity Update: Enough Deceleration That The Fed Should Remove Its Tightening Bias - December 3, 2023
by Skanda Amarnath

 |  Nov 25, 2023
Activity Update: Data-Light Week That Likely Fails To Capture Some Critical Dynamics - November 25, 2023
by Skanda Amarnath

 |  Nov 19, 2023
Activity Update: A Slowdown Is Here. Will The Reasons For Subsequent Improvement Pan Out?
by Skanda Amarnath

 |  Nov 12, 2023
Activity Update: What's Driving The Deceleration In The Past 2 Months? - November 12, 2023
by Skanda Amarnath

 |  Nov 04, 2023
Activity Update: We're Not Destined For Recession, But There Is A Slowdown That Warrants A More Flexible Fed - November 4, 2023
by Skanda Amarnath

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