Inflation will slow, but from a slightly worse starting point than recently expected Gerard MacDonell November 24, 2021 3:17 PM
Real PCE figures were strong, as Q4 is shaping up to be too Gerard MacDonell November 24, 2021 11:35 AM
Brief elaboration on the GDP-based profit situation: rapid and steady advance, although with the driver having shifted recently Gerard MacDonell November 24, 2021 11:05 AM
Firmer dollar fits policy reaction to higher inflation, will help at margin but is not main thing Gerard MacDonell November 23, 2021 12:33 PM
