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83 postsFeb CPI - Short Preview: Inflection Points - Headline Upside (Putin), Core Downside (Used Cars)
Journalists can pretty much pre-write their headlines given the spike in oil prices. Year-over-year headline inflation readings are set to make new highs, potentially breaching 8% based on...
January Jobs Day Quick Preview - Messy Revisions And A New Unemployment Low?
What the data tells us to expect for Friday: * Interpreting nonfarm payroll employment numbers will be messy due to the benchmark revision: The BLS folds in more comprehensive...
February FOMC Preview: Will the Fed Update its Model of the Labor Market?
What to Expect: 1. The Fed will continue moderating its pace of rate hikes, stepping down to 25 basis point hikes. 2. With favorable disinflationary data coming in...
Q4 ECI Preview: Coincident Data Suggests Slowing, But Noise & Lags Risk Hawkish Overreaction
As we await the Q4 Employment Cost Index (ECI) release tomorrow (forecasting consensus: 1.2% QoQ, 4.9% CAGR; Q3: 1.2% QoQ, 4.8% CAGR), two key...
