January 28, 2024 by Preston Mui — 5 min read January 2024 FOMC Preview With lots of new data around the corner, the Fed will want to keep its options open. Federal Reserve FOMC Fed Expectations Preview Systematic Monitors Macro and Markets Monetary Policy
Paid-members Financial Conditions Monitor: Growth Expectations Defy Hawkish (Short-Run) Fedspeak - January 21, 2024 Skanda Amarnath — 2 min read Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors Recap Financial Conditions
Paid-members Financial Conditions Monitor: Further Disinflation Strengthens The Case For Cuts & Growth Resilience - January 14, 2024 Skanda Amarnath — 4 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Recap Data
Paid-members Financial Conditions Monitor: Fedspeak Drives Tightening Even As Data Shows More Downside Risk and Deceleration - January 7, 2024 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors Recap
Paid-members Financial Conditions Monitor & State Space: The Two Scenarios For Cuts and Their Broader FCI Implications - December 30, 2023 Skanda Amarnath — 3 min read Financial Conditions Systematic Monitors Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets State Space