Inflation Expectations

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May 25, 2023 by Alex Williams — 5 min read

Trucking Investment Might Just Keep On Truckin'

What’s Happening: Despite signs of a “bloodbath” in the spot market for trucking, investment in the production of new trucks is set up to hold steady even as shipping rates fall. This could be good news for the inflation, investment and climate outlooks.

Mid-May State Space (& April PCE Preview): Regional Banks & Debt Ceiling Bring End of Hikes Into Clearer View

Skanda Amarnath — 1 min read

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. We...

State Space Macro and Markets Preview Monetary Policy Growth Expectations Inflation Expectations Core-Cast Core Inflation Core PCE Core Services Ex Housing

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Mid-May State Space (& April PCE Preview): Regional Banks & Debt Ceiling Bring End of Hikes Into Clearer View

Skanda Amarnath — 5 min read

State Space Macro and Markets Preview Monetary Policy Growth Expectations Inflation Expectations Core-Cast Core Inflation Core PCE Core Services Ex Housing

Paid-members

Financial Conditions Monitor: Positive Growth Surprises Get Priced In — May 21, 2023

Skanda Amarnath — 4 min read

Financial Conditions Fed Pricing Fed Expectations Growth Expectations Inflation Expectations Systematic Monitors

Financial Conditions Monitor: Positive Growth Surprises Get Priced In — May 21, 2023

Skanda Amarnath — 1 min read

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...

Financial Conditions Fed Expectations Fed Pricing Growth Expectations Inflation Expectations Systematic Monitors

Trucking Investment Might Just Keep On Truckin'

Mid-May State Space (& April PCE Preview): Regional Banks & Debt Ceiling Bring End of Hikes Into Clearer View

Mid-May State Space (& April PCE Preview): Regional Banks & Debt Ceiling Bring End of Hikes Into Clearer View

Financial Conditions Monitor: Positive Growth Surprises Get Priced In — May 21, 2023

Financial Conditions Monitor: Positive Growth Surprises Get Priced In — May 21, 2023

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