Obviously mostly demand, although supply probably relevant too Gerard MacDonell September 3, 2021 11:35 AM
IHS Markit monthly GDP, the too-high consensus GDP estimates, and the ISMs Gerard MacDonell September 2, 2021 9:42 AM
Follow-up to earlier point that the profit dynamic in the GDP accounts is very strong Gerard MacDonell September 1, 2021 7:43 AM
There is nothing at odds with the framework in Powell’s comments on Friday. But don’t take comfort in that. Gerard MacDonell August 30, 2021 7:51 AM
