Growth

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April 25, 2023 by Skanda Amarnath — 6 min read

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Paid-members

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Skanda Amarnath — 6 min read

GDP Growth ECI PCE Wages Nowcast Inflation Core Services Ex Housing Core PCE

Activity Monitor - Growing, Slowing, and Stabilizing: What Our Real-Time Activity Indices Reveal About The US Economy

Skanda Amarnath — 1 min read

This monitor is a reflection of how we update our assessments of economic growth in real-time as we get meaningful updates from macroeconomic data releases. If you feel...

Activity Monitor Activity Indices Growth Economic Activity

Paid-members

Activity Monitor - Growing, Slowing, and Stabilizing: What Our Real-Time Activity Indices Reveal About The US Economy

Skanda Amarnath — 4 min read

Activity Monitor Activity Indices Systematic Monitors Growth Economic Activity

Lessons From Jan Retail Sales - The Implications of Base Effects and Residual Seasonality

Skanda Amarnath — 2 min read

Retail sales showed strength in January. As a proxy for gross labor income trends, it confirms both (1) the resilience we're seeing in the labor market and (2)...

retail sales Data Macro and Markets Monetary Policy Growth FloorGLI

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

March PCE / Q1 ECI Preview: Downside Risks To Inflationary Consensus Likely To Succeed Upside Risks To GDP

Activity Monitor - Growing, Slowing, and Stabilizing: What Our Real-Time Activity Indices Reveal About The US Economy

Activity Monitor - Growing, Slowing, and Stabilizing: What Our Real-Time Activity Indices Reveal About The US Economy

Lessons From Jan Retail Sales - The Implications of Base Effects and Residual Seasonality

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