Paid-members
Fedspeak Monitor 5/24/24
We finally heard from Waller this week in two speeches, one covering the recent economic data and another about his thoughts on r-star.
Paid-members
Supply Chain Monitor: April Industrial Production
Aggregate industrial production was unchanged month-over-month in the April data, translating to a decline of 0.4% year over year.
Paid-members
Supply Chain Monitor: April 2024 PPI
PPI for All Commodities increased by a substantial 0.9% month over month, representing an increase of 0.1% year over year. We may be reaching the very tail end of any remaining deflation from post-pandemic supply chain resolution.
