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Systematic Monitors

 |  Feb 02, 2026
US Activity Update: Entering A Restocking Cycle. How Much Cyclical Uplift Should We Expect - February 2, 2026
by Skanda Amarnath

 |  Jan 30, 2026
December 2025 Core-Cast Post-PPI: Our Nowcasts Move Up Marginally, Cementing 3.0% Year-over-Year For Core PCE
by Skanda Amarnath

 |  Jan 28, 2026
US Activity Update: Our Indexes Are Showing Marginal But Uniform Pickup - January 28, 2026
by Skanda Amarnath

 |  Jan 22, 2026
Nov/Dec 2025 Core-Cast Post-Nov-PCE: Our November Nowcasts Were Within 2bps. Minimal Implications For Dec.
by Skanda Amarnath

 |  Jan 20, 2026
US Activity Update: Inflation Quirks Support Q4 Real PCE & GDP, Soft Data Is Improving - January 20, 2025
by Skanda Amarnath

 |  Jan 14, 2026
November/December 2025 Core-Cast Post-PPI: Healthcare and Stock Market Drive Upside In October-November
by Skanda Amarnath

 |  Jan 13, 2026
December 2025 Core-Cast Post-CPI: Despite Low Core CPI, PCE Implications Carry More Upside. No Cuts For A While
by Skanda Amarnath

 |  Jan 12, 2026
US Activity Update: Signs of Positive Stabilization, Albeit Around Stall Speed - January 12, 2026
by Skanda Amarnath

 |  Jan 12, 2026
December 2025 Core-Cast Inflation Preview: CPI Should Show Partial Snapbacks From November Downside
by Skanda Amarnath

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