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 |  Apr 23, 2026
US Activity Update: Consumer Retrenching, Manufacturers Restocking - April 23, 2026
by Skanda Amarnath

 |  Apr 14, 2026
March 2026 Core-Cast Post-PPI: Coming In Hot. Don't Write Off The Prospect Of A Tightening Bias
by Skanda Amarnath

 |  Apr 10, 2026
March 2026 Core-Cast Post-CPI: AI Bottlenecks & Tariffs Set To Drive PCE Outperformance - The Fed Has A Problem
by Skanda Amarnath

 |  Apr 09, 2026
February 2026 Core-Cast Post-PCE: The Dark Spaces of PCE Come In Soft
by Skanda Amarnath

 |  Apr 08, 2026
March 2026 Core-Cast Inflation Preview: Hot Headline Inflation But Maybe Not As Hot As Consensus. Airfares Hold The Key
by Skanda Amarnath

 |  Apr 07, 2026
US Activity Update: Inflation Fears First, Growth Fears Have To Wait Amidst Better Hard & Soft Data - April 7, 2026
by Skanda Amarnath

 |  Apr 07, 2026
March 2026 Establishment Survey Deep-Dive - Restocking Cycle Drives New Momentum. Fed Is Biased To Tack Hawkish
by Skanda Amarnath

 |  Mar 31, 2026
US Activity Update: Outperforming Manufacturing, But US Real GDP Risks Going Negative In Q2 - March 31, 2026
by Skanda Amarnath

 |  Mar 18, 2026
February 2026 Core-Cast Post-PPI: No Major Changes To Our Nowcasts. Jan-Feb Look Very Hot
by Skanda Amarnath

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