The ISM understates the current-quarter GDP weakness, perhaps predictably Gerard MacDonell February 1, 2022 11:58 AM
Gun to head, still like being negative rates, in part because of inflation Gerard MacDonell January 30, 2022 3:08 PM
The news today is that inflation is as bad as we figured, maybe a smidge worse Gerard MacDonell January 28, 2022 9:33 AM
Background: Following up finally on a point I have been belaboring about what would count as damaging the labor market Gerard MacDonell January 27, 2022 2:56 PM
Still waiting for the Q&A transcript to make what I think is an important point. But the opening statement is available in black and white. Gerard MacDonell January 27, 2022 12:29 PM
