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213 postsFeb CPI - Short Preview: Inflection Points - Headline Upside (Putin), Core Downside (Used Cars)
Journalists can pretty much pre-write their headlines given the spike in oil prices. Year-over-year headline inflation readings are set to make new highs, potentially breaching 8% based on...
Quits vs. Openings: The Fed Needs To Choose Wisely
For months now, the JOLTS job openings have told a divergent story from other labor market indicators, such as quits, hires, and employment-based measures. This month’s data...
Fedspeak Monitor: March 6th
Citation links can be found in the PDF attached. If you are interested in more timely access to this content, feel free to reach out to us here....
The State Space: March 2023
Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states.
