Macro and Markets

161 posts

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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

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Financial Conditions Monitor: From Tariff Relief To Tax Cut Optimism - May 19, 2025

Skanda Amarnath — 3 min read

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

Paid-members

REVISED Financial Conditions Monitor: The World of Policy Reversals - May 12, 2025

Skanda Amarnath — 3 min read

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

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