I agree with consensus on the employment report, and here are a couple striking items Gerard MacDonell November 3, 2023 10:08 AM
October Employment Report Comes in Pleasantly Soft, but Don’t Overextrapolate Peter Williams November 3, 2023 9:45 AM
Markets decided for themselves what mattered, and I would not fight them, although this central bank is now fully data dependent looking beyond even just one meeting Gerard MacDonell November 2, 2023 6:46 AM
November FOMC – What Supposed to Be a Quiet Meeting Gets the Dovish Treatment Peter Williams November 1, 2023 6:13 PM
2 Stage Disinflation is not dead yet, but it is hardly about vacancies Gerard MacDonell November 1, 2023 2:03 PM
