Paid-members
Trucking Investment Might Just Keep On Truckin'
What’s Happening: Despite signs of a “bloodbath” in the spot market for trucking, investment in the production of new trucks is set up to hold steady even as shipping rates fall. This could be good news for the inflation, investment and climate outlooks.
Paid-members
Fedspeak Monitor: May 20th
Cuts in 2023 is not in anyone’s non-market risk-neutral expectation for FOMC dots. We had a flurry of Fedspeak this week, with more than half the Committee making speeches or taking interviews.