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Alex Williams
175 postsIs The Semiconductor Shortage Still Holding Up Automobile Production?
This is part of our Supply Chain Monitoring series usually made available exclusively for our Premium Donors. If you’re interested in gaining access to our Premium Donor...
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Fedspeak Monitor: April 1
We think it’s too early to make any judgments about June dots but it seems clearer that Susan Collins’ priors remain geared towards further tightening, while Neel Kashkari consistently sounded more cautious about macroeconomic implications from banking turmoil.
Where Could We See SVB Fallout in the Labor Market?
There's a great deal of literature on the connection between tighter credit conditions, economic activity, hiring, and inflation. Very large body of literature. The question is,...
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