Putting to paper my presentation of the 2-Stage Disinflation hypothesis earlier this week Gerard MacDonell August 17, 2023 3:51 PM
Rent inflation in the government data is fated to continue slowing for now, but it will get more complicated Gerard MacDonell August 10, 2023 3:49 PM
It is not credit card debt but reduced borrowing and the deeply negative credit impulse Gerard MacDonell August 9, 2023 2:49 PM
