Systematic Monitors

October 1, 2023 by Skanda Amarnath — 3 min read

Activity Update: Nominal Deceleration Is Becoming The Most Noteworthy Growth Dynamic - October 1, 2023

Revised Fedspeak Monitor - October 1, 2023

Alex Williams & Skanda Amarnath — 3 min read

Federal Reserve Fed Expectations Fed Policy Fedspeak Systematic Monitors Monetary Policy Macro and Markets

Financial Conditions Monitor: "Higher For Longer" Dots and Fears Continue To Catalyze Deeper Tightening - October 1, 2023

Skanda Amarnath — 3 min read

Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Macro and Markets Systematic Monitors

August Core-Cast Post-PCE: The World Learns What Core-Cast Followers Knew Already - PCE Is Slowing Faster Than Fed Projections

Skanda Amarnath — 4 min read

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of how inflation...

Core-Cast Core Inflation Core PCE Core Services Ex Housing PCE Inflation Data Recap Systematic Monitors

August Core-Cast Post-GDP: The Revisions Dog Doesn't Bark