Simple but brazen calculations involving “value” in long dated TIIS Gerard MacDonell October 2, 2023 3:09 PM
Financial conditions have definitely tightened, but not quite decisively Gerard MacDonell October 2, 2023 2:03 PM
Fed still wasn’t really hawkish, because the inflation news was obviously good Gerard MacDonell October 1, 2023 3:53 PM
Income and consumption report for August shows low underlying inflation in goods and services market — and fairly decent strength Gerard MacDonell September 29, 2023 11:03 AM
August PCE Report: Good News, Fed Will Acknowledge but Remain Focused on the Medium-term Disinflation Campaign Peter Williams September 29, 2023 10:02 AM