The State Space: Mid-March Update
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 will never settle for "it's too unlikely." We try to...
Inflation
229 postsThe State Space: Mid-March Update
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...
Prescriptive View: The Fed Should be Explicit About How Interest Rates Work
It has now been almost exactly one year since the Fed started raising interest rates to combat inflation. When they started raising rates, the unemployment rate was at...
February Core-Cast: What February CPI Tells Us About The Fed's PCE Inflation Gauges
Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of...
