Probably stick with the idea that financial conditions need to tighten further, although a bit less clear, and how remains largely up to Russia Gerard MacDonell February 24, 2022 12:29 PM
Maybe there is some understandable misinterpretation of Alan Blinder on softish landings and the influence of inflation there Gerard MacDonell February 22, 2022 2:05 PM
Formal home price data for December confirm strength in Zillow HVI Gerard MacDonell February 22, 2022 11:34 AM
The Fed would take a contractionary shock from Russia, at least to a point Gerard MacDonell February 20, 2022 5:11 PM
Regional Fed reports are not so incremental, but Empire and Philly consistent with moderation on goods production side Gerard MacDonell February 17, 2022 9:58 AM
Very good research from San Francisco Fed on rent inflation Gerard MacDonell February 16, 2022 2:06 PM
