June 2024 FOMC Preview
With the labor market still strong and April inflation representing an improvement over Q1 but still not good enough, the committee is in “looking for confidence” mode.
Labor Market Recap May 2024: Still Cool
The totality of the evidence points more towards a cooling (but still good!) labor market than heating up, despite the payroll prints.
Freddie Mac's Proposed Product Could Worsen Inflation
We believe that the proposed product is not in the public interest, at least at this time, and would actively undermine Freddie Mac’s goals to support housing supply and affordability.
April Core-Cast Post-PCE: Watch Housing, Food Services, Financial Services & Wages For Signs of Further Progress
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...
April Inflation Preview: Tech, Stocks & Seasonals: What Went So Wrong (& Right) In Q1? What Does It Tell Us About Q2?
This is a truncated version of the preview initially made available to our exclusive distribution this past Friday. Core-Cast is our nowcasting model to track the Fed'...
