Systematic Monitors

| Apr 14, 2024

Financial Conditions Monitor: Adverse Inflation Data & Supply Side Risk Paves Way To Hawkish Fed & Tighter FCI - April 14, 2024

by Skanda Amarnath

| Apr 11, 2024

March Core-Cast Post-PPI: A Serious Setback For Even A July Cut. A Series Of Unfortunate Inflation Developments

by Skanda Amarnath

| Apr 10, 2024

March Core-Cast Post-CPI: A Serious Setback For A June Cut. Baseline For Cuts Keeps Getting Pushed Out

by Skanda Amarnath

Apr 09, 2024

March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump

by Skanda Amarnath

Most of the Personal Consumption Expenditures (PCE) inflation gauges are sourced from Consumer Price Index (CPI) data, but Producer Price Index (PPI) input data is of increasing relevance, import price index (IPI) data can prove occasionally relevant. There are also some high-leverage components that only come out on the day

| Apr 07, 2024

Financial Conditions Monitor: The Supply-Side Achilles Heel Shows More Exposure & Show How Old Risks Can Reemerge - April 7, 2024

by Skanda Amarnath

| Apr 07, 2024

Activity Update: Diverging Labor Market & Survey Data Still Enough To Suggest Ongoing Positive Inflection - April 7, 2024

by Skanda Amarnath

| Apr 05, 2024

March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump [Corrected Table]

by Skanda Amarnath

| Mar 31, 2024

Financial Conditions Monitor: An Uneventful Shortened Week - March 31, 2024

by Skanda Amarnath

| Mar 31, 2024

Activity Update: Strong Real Consumption and Services Spending Improves Growth Trajectory, Labor Market Continues To Underperform - March 31, 2024

by Skanda Amarnath

document.currentScript.parentNode.innerHTML = (parseInt(document.currentScript.closest('.iteration-container').dataset.length)).toString();