The issue is much more the objective reality than inflation *expectations* Gerard MacDonell April 25, 2022 4:24 PM
Financial conditions might now be tight enough for a return to Opportunistic Disinflation Gerard MacDonell April 17, 2022 12:31 PM
Retails sales effectively in line. Q2 real PCE launch looks weak, although not all of the sudden. Gerard MacDonell April 14, 2022 9:26 AM
It was largely about used cars, as you will have read, but I focus here on my rent story Gerard MacDonell April 12, 2022 9:58 AM
