Paid-members April 21, 2025 by Skanda Amarnath — 2 min read US Activity Update: The Hard Data Held Up Well Through March...The Recessionary Tests Are Coming Soon - April 21, 2025 Activity Indices Activity Monitor Economic Activity Growth Data Systematic Monitors Recap
Paid-members Financial Conditions Monitor: Optimism Feels Short-Lived - April 21, 2025 Skanda Amarnath — 3 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-IPI: Our PCE Nowcasts Move Up By ~ 2bps Skanda Amarnath — 1 min read 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
