Paid-members
Fedspeak Monitor, 6/21/24
Inflation optimism among the doves is back, but the hawks will want to see many months of good inflation before they're sure.
Paid-members
Supply Chain Monitor: Industrial Production May 2024
The industrial production data posted slow growth for the month of May 2024, with the index rising 0.9% over the previous month, which translates to a 0.4% increase in year over year terms.
Paid-members
Supply Chain Monitor: May Producer Price Index
This month’s data also shows how important it will be to parse the distinction between the “end of the supply chain resolution disinflation” and growing disinflationary pressure from slackening demand for upstream inputs.
Paid-members
Fedspeak Monitor 6/16/24
Our view of where the new dots are.
