Background on Gauti Eggertsson’s jaw-dropping paper on how QE “works” Gerard MacDonell June 3, 2022 2:40 PM
Jobs report was strong and near expectations. In terms of beat vs miss, it was probably MARGINALLY to the weaker / dovish side Gerard MacDonell June 3, 2022 9:57 AM
The so-called Sahm Rule may actually imply more wiggle room than there is Gerard MacDonell June 2, 2022 1:30 PM