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Economic Research

Economic Research:

July Employment Report Shows Hard Data More Aligned with the Post-Liberation Day Feel

Peter Williams August 1, 2025 11:19 AM

Probably weaker than expected, although there is a wrinkle

Gerard MacDonell August 1, 2025 10:19 AM

June PCE and Q2 ECI Both Deliver Slightly Hawkish Messages

Peter Williams July 31, 2025 10:43 AM

ECI was just marginally hawkish

Gerard MacDonell July 31, 2025 10:17 AM

The medical services revision issue has gotten smaller

Gerard MacDonell July 31, 2025 9:36 AM

Inflation has not been falling

Gerard MacDonell July 31, 2025 9:26 AM

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