Labor Market Recap September 2023: The Fed Should be Done Cooling the Labor Market
The September 2023 labor market data continued to show a strong labor market. The headline unemployment rate remained steady at 3.8%, and the establishment survey showed an eye-popping 336,000 jobs added in September—alongside an upwards revision of 79,000...
Fed Research Roundup: How Monetary Tightening Hurts Innovation Investment and the Supply Side
This is the first of our Fed Research Roundup series. In this post, we examine the question of whether monetary policy constrains the supply-side, and what that means for inflation.
August Core-Cast Post-PCE: The World Learns What Core-Cast Followers Knew Already - PCE Is Slowing Faster Than Fed Projections
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...
September Supply Chain Monitor
Each month, we publish a public version of the donor-exclusive Supply Chain Monitor to better inform macroeconomic discussion about developments on the “supply side.”
September FOMC Preview: Holding On To Optionality
If you enjoy our content and would like to support our work, we make additional content available for our donors. If you’re interested in gaining access to...
