Paid-members
Fedspeak Monitor 9/22/24
A little bit of post-game analysis from Bowman and Waller. Waller defends 50 by pointing to the implications of the CPI and PPI data received during blackout period for core PCE.
Paid-members
Supply Chain Monitor: Industrial Production August 2024
In the August data release, domestic industrial production rebounded from an idiosyncratically weak July report.
Paid-members
Supply Chain Monitor: August PPI
The Producer Price Index data for August arrived roughly as expected, with continued softening in commodities prices and a rise in input costs for services.
