Paid-members December 30, 2023 by Skanda Amarnath — 3 min read Financial Conditions Monitor & State Space: The Two Scenarios For Cuts and Their Broader FCI Implications - December 30, 2023 Financial Conditions Systematic Monitors Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets State Space
Paid-members Financial Conditions Monitor: Soft Landing Normalization Cuts Are Now Front & Center - December 16, 2023 Skanda Amarnath — 4 min read Fed Expectations Growth Expectations Inflation Expectations Financial Conditions Macro and Markets Systematic Monitors Fed Pricing
December 2023 FOMC Preview Preston Mui — 6 min read The Fed will hold, but will still probably not want to talk too much about 2024. Federal Reserve FOMC Fed Expectations Data Preview Systematic Monitors Macro and Markets Monetary Policy
Financial Conditions Monitor: Falling Unemployment Takes Out "Hard Landing Cuts" - December 10, 2023 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors Recap
Four Notes Ahead of the November Employment Report - We Are All On Sahm Rule Watch Skanda Amarnath — 4 min read Labor Markets Employment Jobs Day Preview Data Wages Macro and Markets Monetary Policy Federal Reserve Fed Policy