For consumers, as for the Fed, the problem is the *actual* inflation Gerard MacDonell July 17, 2022 1:41 PM
Atlanta Fed Wage Tracker tilts the wage story rightward again Gerard MacDonell July 15, 2022 12:31 PM
Sequential rent inflation has probably peaked, but the peaking is not really the issue Gerard MacDonell July 13, 2022 10:52 AM
Good news: There is far too much inflation for margins to get crushed yet Gerard MacDonell July 11, 2022 3:25 PM
Employment report further undermines imminent recession call. Somewhat mixed on other grounds. Gerard MacDonell July 8, 2022 10:16 AM
