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Data

 |  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 21, 2023
November Core-Cast Post-GDP: Financial Services Revisions Weigh Favorably For A March Cut (For Now)
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 14, 2023
November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited.
by Skanda Amarnath

 |  Dec 13, 2023
November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging
by Skanda Amarnath

 |  Core-Cast  | Dec 12, 2023
November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play
by Skanda Amarnath

 |  Dec 12, 2023
November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play
by Skanda Amarnath

Dec 11, 2023
December 2023 FOMC Preview
by Preston Mui

The Fed will hold, but will still probably not want to talk too much about 2024.

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

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