Retail trade report in line, arguably confirms moderation of real PCE growth Gerard MacDonell April 14, 2023 9:40 AM
Follow-up on a couple points related to inflation measurement Gerard MacDonell April 13, 2023 12:57 PM
I shorten the horizon for — rather than raise the odds of — the recession risk, but it is getting trickier Gerard MacDonell April 12, 2023 7:19 PM
Differentiated take on wages: pay attention to the numbers on the vertical scale Gerard MacDonell April 12, 2023 1:10 PM