Systematic Monitors

428 posts

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March 17, 2025 by Skanda Amarnath — 4 min read

Financial Conditions Monitor: Hawkish Data, Tighter FCI, and Global Growth Divergence

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

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February 2025 Core-Cast Post-PPI: More Bad News

Skanda Amarnath — 5 min read

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

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February 2025 Core-Cast Post-CPI: Uh Oh...Definitely Not As Good As It First Looked

Skanda Amarnath — 4 min read

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

Paid-members

Financial Conditions Monitor: Trade Policy Uncertainty, Risk-Off, and a Weaker Dollar - March 10, 2025

Skanda Amarnath — 4 min read

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

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