Key take-aways from Fed slightly dovish, as markets recognize Gerard MacDonell March 20, 2024 3:43 PM
Financial conditions, the Fed’s estimate of r*, and markets thinking for themselves Gerard MacDonell March 20, 2024 1:18 PM
Housing still argues against the lagged effect of monetary policy being important, although “which is nice” will be crushed Gerard MacDonell March 19, 2024 4:11 PM
The consensus now entertains as a possibility the practical implications of the 2-Stage Disinflation hypothesis Gerard MacDonell March 18, 2024 9:57 PM
A Few Further Thoughts on the Dot Plot, the SEP Inflation Forecast, and Powell Peter Williams March 17, 2024 12:59 PM