Paid-members February 18, 2025 by Skanda Amarnath — 2 min read US Activity Update: Amidst January Quirks Suppressing The Consumer, The Boeing Bounce Lifts Manufacturing - February 18, 2025 Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members Financial Conditions Monitor: January Inflation Optimism Wins Out - February 18, 2025 Skanda Amarnath — 3 min read Financial Conditions Macro and Markets Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Data Recap
Paid-members January 2025 Core-Cast Post-PPI: Pitch Perfect PPI Puts Year-over-Year Core PCE On Track For A New Post-Pandemic Low Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Data Recap Systematic Monitors Nowcast
Paid-members January 2025 Core-Cast Post-CPI: Yet Another Hot January Inflation Print Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Inflation Recap Nowcast Data Systematic Monitors
Paid-members Financial Conditions Monitor: Not All Tariff Threats Bite, But Enough To Keep A March Cut Off The Table - February 10, 2025 Skanda Amarnath — 4 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
