Paid-members April 11, 2024 by Skanda Amarnath — 4 min read March Core-Cast Post-PPI: A Serious Setback For Even A July Cut. A Series Of Unfortunate Inflation Developments Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation PPI Recap Data Nowcast Systematic Monitors
Paid-members March Core-Cast Post-CPI: A Serious Setback For A June Cut. Baseline For Cuts Keeps Getting Pushed Out Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Data Systematic Monitors
Paid-members Financial Conditions Monitor: The Supply-Side Achilles Heel Shows More Exposure & Show How Old Risks Can Reemerge - April 7, 2024 Skanda Amarnath — 2 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Data Recap Systematic Monitors
Paid-members Activity Update: Diverging Labor Market & Survey Data Still Enough To Suggest Ongoing Positive Inflection - April 7, 2024 Skanda Amarnath — 4 min read Growth Activity Indices Activity Monitor Economic Activity Recap Systematic Monitors Data
Paid-members Activity Update: Strong Real Consumption and Services Spending Improves Growth Trajectory, Labor Market Continues To Underperform - March 31, 2024 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors