Employ America (Page 47)

In every month of the past twelve months, public spending on construction increased. This has never happened before in this dataset, and it is double the next-longest period of continuous increase.

Supply Side

Paid-members

A Rising Unemployment Rate Always Warrants Caution, But There Are Good Reasons To Hold Off On The Panicked Interpretation For Now

Skanda Amarnath — 6 min read

Causal Theme Labor Markets Jobs Day Employment Macro and Markets Fed Policy Data Economic Activity

Paid-members

Fedspeak Monitor 10/28/2023 - 11/3/2023

Preston Mui — 1 min read

Just a handful of Fedspeak after the FOMC press conference, in which Powell tried to say as little as possible. More interesting were comments from Bostic...

Fedspeak

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