Inflation

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March 24, 2023 by Skanda Amarnath — 2 min read

Causal Theme: The Consumer Might Be Resilient But Real Food Consumption Is Not

The State Space: Mid-March Update

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 Monetary Policy Labor Markets Growth Expectations Inflation Expectations Core Inflation Inflation Wages Fed Policy

The State Space: Mid-March Update

Skanda Amarnath — 3 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 Monetary Policy Labor Markets Growth Expectations Inflation Expectations Core Inflation Inflation Wages Fed Policy

Prescriptive View: The Fed Should be Explicit About How Interest Rates Work

Preston Mui — 3 min read

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...

Fed Policy Federal Reserve Financial Conditions FOMC Inflation Labor Markets