Labor share signal from productivity and cost report is little changed Gerard MacDonell February 2, 2023 9:59 AM
Low Bar and Powell Signaling Policy Flexibility Drove Risk Assets Higher Yesterday. Policy & Market Vol Remain Tied to Wage Growth Data Dennis DeBusschere February 2, 2023 8:20 AM
Biden and McCarthy Welcome Low Expectations of a Quick Fiscal Deal Kim Wallace February 1, 2023 6:00 PM
I will stop here. This all fits my take. The debate is whether the data conform to this take, which includes still a bit more bravado than I would have expected. But what Powell tried to communicate today seems clear. Gerard MacDonell February 1, 2023 2:56 PM