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Systematic Monitors

 |  Jul 15, 2025
June 2025 Core-Cast Post-CPI: Our CPI Forecasts Fare Well, and Suggest More Upside in Core PCE
by Skanda Amarnath

 |  Jul 14, 2025
Financial Conditions Monitor: Further Growth Optimism Despite Lower Risk Assets - July 14, 2025
by Skanda Amarnath

 |  Jul 14, 2025
US Activity Update: Data-Light Week Shows Marginal Deterioration In Weekly Data - July 14, 2025
by Skanda Amarnath

 |  Jul 10, 2025
June 2025 Inflation Preview: Watch For Electricity Price Effects, More Patience On Tariff Effects
by Skanda Amarnath

 |  Jul 07, 2025
Financial Conditions Monitor: Growth Divergence Between Markets and The Data - July 7, 2025
by Skanda Amarnath

 |  Jul 07, 2025
US Activity Update: More Deterioration Than Meets The Eye In A Better-Than-Expected Jobs Report - July 7, 2025
by Skanda Amarnath

 |  Jul 02, 2025
June 2025 Jobs Day Forecast & Preview: There's Slowing, But How Much?
by Skanda Amarnath

 |  Jun 27, 2025
US Activity Update: The Hard and Soft Data Are Both Getting Weaker - June 27, 2025
by Skanda Amarnath

 |  Jun 27, 2025
Financial Conditions Monitor: Geopolitical Risks Abate, Keeping Sentiment Upbeat - June 27, 2025
by Skanda Amarnath

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