The productivity data is messy and often should not be taken at face value. Our "Cautious Case For Productivity Optimism" in the summer of last year flagged three forces that should support better productivity growth in 2023 and 2024 have...
Summary Inflation and interest rates remain high enough that now is not a time for 'soft landing' victory laps, but the growing and broadening evidence of...
From the outset, I should say that I am a bigger skeptic of productivity data than most. Once you know how the sausage is made, you will be...
This is a public Causal Theme post on our High-Frequency Descriptive Analysis distribution. Consider subscribing to our full distribution by reaching out to us here. Bottom Line: The...
