February 2025 Jobs Day Forecasts & Preview: Narrow Job Gains vs Reversion Effects From Weather, Seasonals & Natural Disasters
Following up on our publication of "real-time" payroll growth time series that cut through data revision issues (see more here) , we are now publishing regular updates...
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Fedspeak Monitor Feb. 23, 2025
As tariff policy starts to be implemented, the Committee seems to be coalescing on a view that they'd like to look through tariffs if they result in a one-off increase in prices, but are concerned about the possibility of long-term expectations becoming unanchored.
