Sept JOLTS and Oct ISM Data Paint a Mixed Picture; Fed to Keep Focus on Inflation and Activity Hard Data Peter Williams November 1, 2023 11:53 AM
Fed to Emphasize Keeping Options Open Today but Hard Data Needs to Slow Dennis DeBusschere November 1, 2023 8:17 AM
The recent displacements affect r*, which maps directly into fixed income and equities, but the role of risk premia is very asymmetrical Gerard MacDonell October 31, 2023 1:26 PM
Euro Area Growth Continue to Flatline, But Inflation Coming Down Rapidly Jacob Funk Kirkegaard October 31, 2023 11:12 AM
Q3 ECI Comes in Hot But Little Change to Near-term Hike Odds with Some Mixed Internals Peter Williams October 31, 2023 9:43 AM
