Paid-members April 15, 2025 by Skanda Amarnath — 1 min read March 2025 Core-Cast Post-IPI: Our PCE Nowcasts Move Up By ~ 2bps Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation IPI Nowcast Data Recap Systematic Monitors
Paid-members 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 Skanda Amarnath — 4 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap
Paid-members Financial Conditions Monitor: Relief In Some Corners, But Correlations Are Shifting - April 14, 2025 Skanda Amarnath — 4 min read Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Data Recap Systematic Monitors
Paid-members March 2025 Core-Cast Post-PPI: A Messy Release. Great March, Bad February Revisions. Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing PPI Recap Data Nowcast Systematic Monitors
Paid-members March 2025 Core-Cast Post-CPI: Good Data That Matters Little Skanda Amarnath — 4 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Nowcast Systematic Monitors
