Recap

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May 12, 2025 by Skanda Amarnath — 2 min read

REVISED: US Activity Update: Policy Headwinds Appear To Be Lower Than We Previously Feared - May 12, 2025

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Financial Conditions Monitor: Risk Relaxation Continues - May 5, 2025

Skanda Amarnath — 2 min read

Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Recap Data Systematic Monitors

March 2025 Core-Cast Post-PCE: Anticipating March Weakness and Sharp February Revisions.

Skanda Amarnath — 5 min read

Core-Cast is our model and publication series for nowcasting the Fed's Personal Consumption Expenditures (PCE) inflation gauges. We update our estimates from CPI, PPI, Import Price,...

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PCE Recap Data Systematic Monitors Nowcast

Paid-members

Financial Conditions Monitor: Optimism Reigns Supreme - April 26, 2025

Skanda Amarnath — 2 min read

Macro and Markets Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Data Recap Systematic Monitors

Paid-members

US Activity Update: Marginal Policy Relief Aside, The Growth Outlook Still Looks Concerning - April 27, 2025

Skanda Amarnath — 2 min read

Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors

REVISED: US Activity Update: Policy Headwinds Appear To Be Lower Than We Previously Feared - May 12, 2025

Financial Conditions Monitor: Risk Relaxation Continues - May 5, 2025

March 2025 Core-Cast Post-PCE: Anticipating March Weakness and Sharp February Revisions.

Financial Conditions Monitor: Optimism Reigns Supreme - April 26, 2025

US Activity Update: Marginal Policy Relief Aside, The Growth Outlook Still Looks Concerning - April 27, 2025

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