Opening statements read quite asymmetrical and he hints strongly at two more 50 bp-ers in sequence. Gerard MacDonell May 4, 2022 2:54 PM
The Q1 Productivity and Cost report has little to do with the Fed today, but it may be worth pondering Gerard MacDonell May 4, 2022 11:20 AM
The ISM missed, but the manufacturing surveys actually seems sort of robust, in the big picture Gerard MacDonell May 2, 2022 12:29 PM