Paid-members June 9, 2025 by Skanda Amarnath — 4 min read Financial Conditions Monitor: Markets Are Excited For Growth, Even As Data Suggests More Instability & AI Growing Pains- June 9, 2025 Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members May 2025 Inflation Preview: The Tide Is Beginning To Shift, But It Won't Be More Apparent Until Later This Summer Kim Stiens — 6 min read 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
