Deposit and money stock stabilizations fit the benign view of the posts-SVB world and – separately – are probably temporary Gerard MacDonell July 11, 2023 5:11 PM
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
