Paid-members
Fedspeak Monitor: June 17th
Depending on who you ask, this week saw a “hawkish skip” or a “dovish pause” from the FOMC, who declined to raise rates above their current target range of 5% to 5.25%.
Alex Williams
175 posts
Paid-members
Manufacturing Structures, Industrial Equipment and the Post-Pandemic Business Cycle
In a usual business cycle, investment in industrial equipment leads investment in manufacturing structures as businesses scale capacity up to meet demand. Today we’re seeing manufacturing investment explode upwards even as investment in equipment slows. This may be an early indication that CHIPS...
Paid-members
FOMC Preview: June 2023
Growing, Slowing, Stabilizing. The economy is continuing to grow, but more slowly, and with fewer higher-order cycles and bullwhips swinging things around. Hiring remains strong, but has fallen from its recovery peak.
Paid-members
Fedspeak Monitor: June 3rd
This weeks’ Fedspeak comes against the backdrop of a surprisingly neutral Jobs Day report. This week saw communication from Goolsbee, Barkin, Jefferson, Collins, Bowman, Harker, Master and Bullard.
Fedspeak Monitor: June 3rd
This weeks’ Fedspeak comes against the backdrop of a surprisingly neutral Jobs Day report. This week saw communication from Goolsbee, Barkin, Jefferson, Collins, Bowman, Harker, Master and Bullard.
