Fedspeak Monitor: May 13th
This past week saw a flurry of fedspeak with a bit of a common theme: waiting for the data. The next few weeks leading up to the June meeting will see new readings from a wide range of indicators, PCE and Jobs...
Alex Williams
175 posts
Paid-members
Something Very Good May Be Happening In Electrical Transmission Investment
Investments in improving and expanding the grid are potentially a strong tailwind to the macroeconomic investment picture. Just electrical transmission, distribution and industrial apparatus represents around 5% of business equipment, around 2% fixed investment and around 0.3% of GDP...
Fedspeak Monitor: May 6th
With most of the week covered by the Fed’s blackout period and FOMC meeting, updates are light on this week’s Fedspeak Monitor. On Wednesday, Chair Powell...
Paid-members
Fedspeak Monitor: May 6th
With most of the week covered by the Fed’s blackout period and FOMC meeting, updates are light on this week’s Fedspeak Monitor. On Wednesday, Chair Powell made sure during the press conference everyone understood that the decision to shift from:
The IRA May Already Be Starting to "Crowd In" Further Investment
Some are already beginning to worry about the Inflation Reduction Act “crowding out” investment by the private sector. Yet the private sector is seeing things differently. In the...
