I am not sure that the wide embrace of labor market easing is correct Gerard MacDonell July 10, 2023 6:13 AM
It is hard to score the employment report confidently in terms of beat or miss, but it can be fit into the 2-Stage Disinflation thesis Gerard MacDonell July 7, 2023 12:14 PM
A low-information aside on the look-out-the-window approach to financial conditions analysis Gerard MacDonell July 6, 2023 7:09 AM
Very early look at Productivity and Cost during the Second Quarter Gerard MacDonell July 5, 2023 2:23 PM
