Fedspeak Monitor: May 20th
Cuts in 2023 is not in anyone’s non-market risk-neutral expectation for FOMC dots.We had a flurry of Fedspeak this week, with more than half the Committee making speeches or taking interviews.
Inflation Expectations
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Paid-members
Fedspeak Monitor: May 20th
Cuts in 2023 is not in anyone’s non-market risk-neutral expectation for FOMC dots. We had a flurry of Fedspeak this week, with more than half the Committee making speeches or taking interviews.
Supply Chain Monitor: May 2023
Three Big Themes We are starting to see some evidence of the long hoped-for supply response to pandemic price increases in this month’s monitor. One long-running shortage...
Paid-members
Supply Chain Monitor: May 2023
We are starting to see some evidence of the long hoped-for supply response to pandemic price increases in this month’s monitor. One long-running shortage ended, leaving only three 2+ year long shortages remaining from the pandemic disruption.
Financial Conditions Monitor - Inflation Outlook Is Shifting - May 14, 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...
