Paid-members March 12, 2024 by Skanda Amarnath — 4 min read Feb Core-Cast Post-CPI: Better Than It Looks. Solidifies The Base Case For A June Cut But A Path To A May Cut Still Exists Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Nowcast Data Systematic Monitors Inflation Fed Policy
Paid-members Financial Conditions Monitor: A Rotation Of Support From Growth To Policy Keeps Conditions Little Changed - March 10, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Macro and Markets Recap Data
Paid-members Activity Update: The Deceleration Impulse Is Starting To Fade - March 10, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Activity Update: Signs of Positive Stabilization Continue To Emerge - March 3, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Systematic Monitors Data Growth Recap
Paid-members Financial Conditions Monitor: A Relatively Unchanged and Uneventful Week - March 3, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Recap Data Macro and Markets
