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
Recent Inflation Data Will Force Hawkish Fed Revisions in the SEP + Dot Plot Peter Williams March 15, 2024 2:08 PM
Financial services distortion to core PCE deflator is not an issue this month Gerard MacDonell March 14, 2024 10:34 AM