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
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
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
November Fed Preview – Paused For Now, with Near-term Upside Risks, and Some Thoughts on How to Position Peter Williams October 27, 2023 12:56 PM
The Observed Rent figures are just as ugly on the month as what you have read, although the trends are hardly alarming Gerard MacDonell October 27, 2023 12:07 PM
