Edelberg finds more workers but also a more steeply negative second derivative in potential employment Gerard MacDonell January 15, 2026 2:17 PM
The less benign inflation backdrop is mostly but not entirely about goods Gerard MacDonell January 14, 2026 3:48 PM
Financial Accounts depict a household sector that also looks financially solid for now Gerard MacDonell January 13, 2026 2:12 PM
Google AI seems not to hallucinate about the rents issue in the CPI Gerard MacDonell January 13, 2026 12:04 PM
Early reads from the wise guys suggest mapping to core deflator is firm Gerard MacDonell January 13, 2026 11:22 AM
