Macro and Markets

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September 21, 2023 by Skanda Amarnath — 8 min read

September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

September FOMC Preview: Holding On To Optionality

Skanda Amarnath & Alex Williams — 7 min read

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Federal Reserve Fed Policy Fed Expectations Data Preview Systematic Monitors FOMC Monetary Policy Macro and Markets Labor Markets

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Financial Conditions Monitor: Higher Energy Prices And Tighter Financial Conditions - September 15, 2023

Skanda Amarnath — 3 min read

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

Paid-members

Financial Conditions Monitor: Higher Energy Prices And Tighter Financial Conditions - September 15, 2023

Skanda Amarnath — 3 min read

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

Contingent Supply: New Benchmarks Can Define and Deepen the Lithium Market

Arnab Datta and others — 7 min read

Summary Since the passage of the Inflation Reduction Act, efforts to secure the supply of energy transition commodities have intensified considerably. The Biden Administration has announced prizes, research...

Contingent Supply Critical Minerals Energy Industrial Policy Lithium Macro and Markets Supply Chains

September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

September FOMC Preview: Holding On To Optionality

Financial Conditions Monitor: Higher Energy Prices And Tighter Financial Conditions - September 15, 2023

Financial Conditions Monitor: Higher Energy Prices And Tighter Financial Conditions - September 15, 2023

Contingent Supply: New Benchmarks Can Define and Deepen the Lithium Market

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