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425 posts

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Financial Conditions Monitor: Geopolitical Risks Abate, Keeping Sentiment Upbeat - June 27, 2025

Skanda Amarnath — 3 min read

Financial Conditions Macro and Markets Data Recap Systematic Monitors Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Growth

May 2025 Core-Cast Post-PCE: Is Inflation Crushed? Not So Fast. We Foresaw The Upside That Others Missed or Ignored

Skanda Amarnath — 4 min read

Core-Cast is our model and publication series for nowcasting the Fed's Personal Consumption Expenditures (PCE) inflation gauges. We update our estimates from CPI, PPI, Import Price,...

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PCE Recap Systematic Monitors Nowcast Data

Paid-members

Financial Conditions Monitor: Markets Are Not As Worried About US Growth As We Are - June 23, 2025

Skanda Amarnath — 3 min read

Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Growth Systematic Monitors Recap

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