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Recap

 |  Dec 16, 2023
Activity Update - Marginal Deceleration Continues But We Are Getting Closer To A Positive Inflection - December 16, 2023
by Skanda Amarnath

 |  Dec 14, 2023
November Core-Cast Post-IPI + Post-FOMC Thoughts: Nowcasts Still Look Soft But Not As Soft As What Powell Cited.
by Skanda Amarnath

 |  Dec 13, 2023
November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging
by Skanda Amarnath

 |  Core-Cast  | Dec 12, 2023
November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play
by Skanda Amarnath

 |  Dec 12, 2023
November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play
by Skanda Amarnath

 |  Dec 10, 2023
Activity Update: The Deceleration Continues, But Signs Of Stabilization Are Emerging - December 10, 2023
by Skanda Amarnath

 |  Dec 10, 2023
Financial Conditions Monitor: Falling Unemployment Takes Out "Hard Landing Cuts" - December 10, 2023
by Skanda Amarnath

 |  Dec 03, 2023
Activity Update: Enough Deceleration That The Fed Should Remove Its Tightening Bias - December 3, 2023
by Skanda Amarnath

 |  Dec 03, 2023
Financial Conditions Monitor: End of the Hiking Cycle Accelerates The Anticipations For Cuts - December 3, 2023
by Skanda Amarnath

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