Paid-members December 12, 2023 by Skanda Amarnath — 6 min read November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Data Nowcast Systematic Monitors
Paid-members November Core-Cast Post-CPI: Disinflation In All The Right Places Keeps A March Cut In Play Skanda Amarnath — 6 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation CPI Recap Nowcast Systematic Monitors Data
Paid-members Activity Update: The Deceleration Continues, But Signs Of Stabilization Are Emerging - December 10, 2023 Skanda Amarnath — 4 min read Activity Indices Activity Monitor Economic Activity Systematic Monitors Growth Data Recap
Financial Conditions Monitor: Falling Unemployment Takes Out "Hard Landing Cuts" - December 10, 2023 Skanda Amarnath — 3 min read Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors Recap
Activity Update: Enough Deceleration That The Fed Should Remove Its Tightening Bias - December 3, 2023 Skanda Amarnath — 3 min read Activity Indices Activity Monitor Economic Activity Growth Recap Data Systematic Monitors
