Markets decided for themselves what mattered, and I would not fight them, although this central bank is now fully data dependent looking beyond even just one meeting Gerard MacDonell November 2, 2023 6:46 AM
November FOMC – What Supposed to Be a Quiet Meeting Gets the Dovish Treatment Peter Williams November 1, 2023 6:13 PM
2 Stage Disinflation is not dead yet, but it is hardly about vacancies Gerard MacDonell November 1, 2023 2:03 PM
Sept JOLTS and Oct ISM Data Paint a Mixed Picture; Fed to Keep Focus on Inflation and Activity Hard Data Peter Williams November 1, 2023 11:53 AM
The recent displacements affect r*, which maps directly into fixed income and equities, but the role of risk premia is very asymmetrical Gerard MacDonell October 31, 2023 1:26 PM
Q3 ECI Comes in Hot But Little Change to Near-term Hike Odds with Some Mixed Internals Peter Williams October 31, 2023 9:43 AM
