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• Recent Financial Tightening (and Inflation Data to Come) Outweighs Strong September Jobs
  by Kevin Burgett
  2023-10-06
  We are adjusting our call. This was a strong jobs report, and it makes clear that there’s more work to… Read more: Recent Financial Tightening (and Inflation Data to Come) Outweighs Strong September Jobs
• Policy Prism: Currency of Choice
  by Derek Tang
  2023-10-02
  As war in Europe continues, some U.S. competitors have ramped up rhetoric about alternative currency regimes that do not center… Read more: Policy Prism: Currency of Choice
• Thoughts on BEA’s Monthly Data through August
  by Kevin Burgett
  2023-09-29
  Yesterday BEA released revised quarterly NIPA data through Q2, with the 2023 comprehensive update of the national economic accounts affecting… Read more: Thoughts on BEA’s Monthly Data through August
• Meyer’s Musings: It’s All About Supply!
  by Larry Meyer
  2023-09-26
  I have been writing, indeed many times, about the challenge of allocating responsibility for the sharp and persistent increase in… Read more: Meyer’s Musings: It’s All About Supply!
• FOMC Briefing: Diminishing Returns to Hawkish Holds
  by Larry Meyer
  2023-09-14
  The “hawkishness” of successive hawkish holds is subject to diminishing returns. But we see virtually no chance of a September hike.… Read more: FOMC Briefing: Diminishing Returns to Hawkish Holds