Employ America (Page 35)

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Arnab Datta and others

Reimagining the SPR

Arnab Datta & Daleep Singh

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February 8, 2024 by Skanda Amarnath — 1 min read

Note: The CPI Seasonal Factor Revisions Might Stoke Overreaction, But Our Views Will Be Less Changed

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Supply Chain Monitor: January PMIs

Alex Williams — 2 min read

The soft data for January came in strong following a blockbuster Q4 GDP report and a lackluster January jobs report. Both ISM Services and Manufacturing saw upturns relative to their December reports.

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Financial Conditions Monitor: Beating Back March Probabilities Without Broader Fallout - February 4, 2024

Skanda Amarnath — 3 min read

Financial Conditions Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Systematic Monitors Data Recap

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Activity Update: Mixed Signals Leave The Growth Outlook Ambiguous - February 4, 2024

Skanda Amarnath — 5 min read

Activity Indices Activity Monitor Economic Activity Growth Data Recap Systematic Monitors

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Fedspeak Monitor 2/4/24

Preston Mui — 1 min read

Statements by Bowman, Goolsbee, and Powell this week revealed little we didn't already know.

Fedspeak Federal Reserve

The Fed Should Keep Unemployment Expectations Anchored

Powell is Right: the FOMC Shouldn't Prematurely Endorse Gradualism

Making the Market: DOE Can Secure Our Supply Chain with Financial Innovation

Reimagining the SPR