Managing The Endogenous Slowdown: Transitioning From A Rapid Recovery To Non-Inflationary Growth
A CPI pre-read, wherein we argue the Fed should be calibrating its tightening efforts to what current conditions are indicating.
Preview
83 postsMarch FOMC Preview: Two Cheers For The Fed's Commitment To Its Liftoff Guidance
At tomorrow's FOMC meeting, the Fed will almost certainly hike 25 basis points. With that hike comes the full conclusion of the Fed's ambitious...
Feb CPI Preview - A Regime Shift For Headline And Core Inflation
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...
Calendar Year Price Revisions Skew Risks To The Upside in January, But The Balance of Risks May Shift Soon After
January is always a high-variance month for inflation readings and especially so for this January. We have been flagging the dynamics that were likely to grease the runway...
A Quick Guide To What Will Be A Messy January Employment Report
Friday's employment report is set to be messy for a number of reasons, not just because Omicron is likely to weigh somewhat heavily on nonfarm payroll...
