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Recap

 |  Apr 15, 2025
March 2025 Core-Cast Post-IPI: Our PCE Nowcasts Move Up By ~ 2bps
by Skanda Amarnath

 |  Apr 14, 2025
US Activity Update: Not A Lot of Data, Plenty of Policy Vol, And We're Now Ready To Put In A Recession Call - April 14, 2025
by Skanda Amarnath

 |  Apr 14, 2025
Financial Conditions Monitor: Relief In Some Corners, But Correlations Are Shifting - April 14, 2025
by Skanda Amarnath

 |  Apr 11, 2025
March 2025 Core-Cast Post-PPI: A Messy Release. Great March, Bad February Revisions
by Skanda Amarnath

 |  Apr 10, 2025
March 2025 Core-Cast Post-CPI: Good Data That Matters Little
by Skanda Amarnath

 |  Apr 07, 2025
Financial Conditions Monitor: A US Growth Shock Of Historic Proportions - April 7, 2025
by Skanda Amarnath

 |  Apr 07, 2025
US Activity Update: Sentiment Is Sharply Falling And The Hard Data Is Showing More Vulnerability Now - April 7, 2025
by Skanda Amarnath

Apr 04, 2025
Labor Market Recap March 2025: The Calm before the Storm
by Preston Mui

This is our last snapshot of the labor market before we really start seeing the effects of the new Administration’s policies on the economy.

 |  Mar 31, 2025
US Activity Update: The Second Derivative Has Turned Negative - March 31, 2025
by Skanda Amarnath

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