Paid-members June 16, 2025 by Skanda Amarnath — 3 min read Financial Conditions Monitor: Geopolitical Risk Meets Buoyant Optimism - June 16, 2025 Financial Conditions Macro and Markets Fed Pricing Fed Expectations Growth Expectations Inflation Expectations Systematic Monitors Data Recap
Paid-members US Activity Update: Minor Developments But The Slowing Is Getting Clearer In The Hard Data - June 16, 2025 Skanda Amarnath — 2 min read Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors
Paid-members May 2025 Core-Cast Post-PPI: We Were Totally Wrong-Footed By Financial Services & Airfares Skanda Amarnath — 4 min read Core Inflation Core PCE Core Services Ex Housing Inflation PPI Data Nowcast Recap Systematic Monitors
Paid-members May 2025 Core-Cast Post-CPI: Downside Surprises Open Up More Paths To Easing But Some Notes Of Caution & Concern Skanda Amarnath — 5 min read Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Nowcast Recap Data Systematic Monitors
Paid-members US Activity Update: The Storm Clouds Aren't Here Yet, But They're Getting A Little Closer - June 9, 2025 Skanda Amarnath — 6 min read Activity Indices Activity Monitor Economic Activity Data Recap Growth Systematic Monitors
