Paid-members
Fedspeak Monitor: June 17th
Depending on who you ask, this week saw a “hawkish skip” or a “dovish pause” from the FOMC, who declined to raise rates above their current target range of 5% to 5.25%.
Fed Expectations
151 postsFinancial Conditions Monitor: Stabilizing Growth Continues To Get Priced In - June 11, 2023
We systematically track the evolution of financial conditions and their underlying drivers. We intend to share regular updates of these systematic monitors with our donors on a more...
Paid-members
FOMC Preview: June 2023
Growing, Slowing, Stabilizing. The economy is continuing to grow, but more slowly, and with fewer higher-order cycles and bullwhips swinging things around. Hiring remains strong, but has fallen from its recovery peak.
Labor Market Churn is Back to Normal
One popular narrative thread throughout the post-pandemic labor market was the “Great Resignation.” During the recovery, workers have been quitting their jobs at rates never seen before in...
