The Investment Picture — January 2024
GDP growth this quarter was supported by consumption and government spending, while investment played a more muted role.
January 2024 FOMC Preview
With lots of new data around the corner, the Fed will want to keep its options open.
December Core-Cast Post-PCE: Nowcasted Progress Confirmed. The Path To A March Cut Becomes Clearer To The Public And Hinges On Data In February
Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of...
December Inflation Preview: How Much More Disinflation Can Be "Banked" Before Q1 Begins?
Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of...
Labor Market Recap December 2023: Some Concerning Signals Under a Lot of Noise
In December, the labor market risks shifted further over towards unemployment.
