Federal Reserve

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September 21, 2023 by Skanda Amarnath — 8 min read

September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

September FOMC Preview: Holding On To Optionality

Skanda Amarnath & Alex Williams — 7 min read

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Federal Reserve Fed Policy Fed Expectations Data Preview Systematic Monitors FOMC Monetary Policy Macro and Markets Labor Markets

Paid-members

Fedspeak Monitor

Alex Williams — 1 min read

This week saw a flood of Fedspeak, with statements from nearly half the FOMC.

Fedspeak Federal Reserve

Paid-members

Fedspeak Monitor - 9/1/23

Alex Williams — 1 min read

Systematic Monitors Federal Reserve Fed Expectations Fed Policy Monetary Policy FOMC

Misled by the Phillips Curve: How Inflation Predictions Went Wrong

Preston Mui — 15 min read

In a recent Barron’s article, I examined why last year’s predictions that fighting inflation would require an increase in the unemployment rate went so wrong. The flaws in these predictions can be traced back to three ideas: first, that vacancies are a good measure of labor market tightness; second

CPI Data Inflation Inflation Expectations Labor Markets Federal Reserve

September Post-FOMC: Look Beyond The Dots - Projections Imply Stronger Preference For Recession Avoidance

September FOMC Preview: Holding On To Optionality

Fedspeak Monitor

Fedspeak Monitor - 9/1/23

Misled by the Phillips Curve: How Inflation Predictions Went Wrong

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