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Economic Research

Economic Research:

Politics, unfortunately

Gerard MacDonell February 2, 2025 2:12 PM

Dean Banker’s snark and my spin on what it means for underlying reality

Gerard MacDonell January 31, 2025 10:20 AM

Dec PCE and Q4 ECI Data Support Cyclical Optimism

Peter Williams January 31, 2025 10:17 AM

Disinflation in core ECI continues apace

Gerard MacDonell January 31, 2025 9:24 AM

Some evidence of tariff pull forward in real PCE

Gerard MacDonell January 31, 2025 9:05 AM

Price detail in income and consumption report almost exactly in line with what informed consensus had modeled

Gerard MacDonell January 31, 2025 8:58 AM

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