Report was indistinguishable from in-line from a beat-miss perspective, and fully consistent with a hawkish Fed. Gerard MacDonell April 1, 2022 9:29 AM
There was a Covid soft spot on the real side, but it will not show up in the quarterly growth calculation Gerard MacDonell March 31, 2022 11:29 AM
The GDP data confound the point, but the profit boom was huge and has probably ended Gerard MacDonell March 30, 2022 12:30 PM
