Paid-members
Inflation
235 postsPost-June FOMC: By Overreacting Hawkishly, the Fed Risks Being Behind the Ball
If the next month delivers either another round of soft inflation data, or a weak jobs report, the FOMC should be prepared to deliver a cut in July. If they continue to delay beginning rate cuts to gain certainty, they should consider a 50 bps cut for their first cut.
May Inflation Preview: The Rent & OER Relief Are Poised To Add Downside Risk Throughout The Summer
This is a truncated version of the preview initially made available to our exclusive distribution this past Monday. Core-Cast is our nowcasting model to track the Fed'...
