Paid-members
Alex Williams
175 postsFedspeak Monitor: April 15th
A wealth of Fedspeak this week has substantially clarified whose dots were whose on the most recent SEP. Goolsbee’s dovish speech strongly suggests the lone 4.875...
Supply Chain Monitor: April 2023
At Employ America, we have argued that shortages of physical productive capacity played a major role in the inflation seen during and after the recovery from the pandemic...
Paid-members
Fedspeak Monitor: April 8th
Still too early to say about June dots, but this week’s Fedspeak suggests the Fed sees the turmoil in the wake of SVB as unlikely to widen,...