Paid-members
Supply Chain Monitor: Industrial Production Nov 2024
The November data continues to show broad-based normalization and slowing, with a few sectors in particular trouble.
Members
December 2024 SEP Dot Projections
Our baseline projection is for the median rate dot at three 25 bp cuts in 2025. Our hawkish scenario puts the median member at two cuts for 2025.
Paid-members
Supply Chain Monitor: Producer Price Index Nov 2024
The November 2024 Producer Price Index data continue to show normalizing input cost growth for the economy as a whole, as well as most individual sectors.
