Paid-members October 11, 2024 by Skanda Amarnath — 4 min read September 2024 Core-Cast Post-PPI: Coming In Hot. The Fed Will Want More Optionality To Pause At Coming Meetings Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Nowcast Data Recap Systematic Monitors
Paid-members September 2024 Core-Cast Post-CPI: Upside Surprises Likely Push Core PCE Out of Fed's Year-End Projections Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Data Systematic Monitors
Paid-members Financial Conditions Monitor: Stronger Growth, Tighter FCI, More Geopolitical Risk - October 6, 2024 Skanda Amarnath — 2 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members US Activity Update (Longer Read): Stabilizing Slowdown, Fragile Hiring Trends, Cyclical Weakness - October 6, 2024 Skanda Amarnath — 5 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members US Activity Update: Long-Term Revisions Don't Change The Immediate Picture Of A Slowdown - September 29, 2024 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Data Growth Recap Systematic Monitors
