Gasoline prices on the screens now imply only a minor headwind Gerard MacDonell September 15, 2023 9:27 AM
Don’t assume this month’s inflation data were “concerning” Gerard MacDonell September 14, 2023 1:24 PM
Folks in the tails should update their Q3 PCE estimates, but those paying attention probably won’t change much Gerard MacDonell September 14, 2023 12:45 PM
The lagging government rent figures are converging with marginal rents, in rate of change terms Gerard MacDonell September 13, 2023 12:40 PM
It now matters that the saving rate does not simply mirror the MPC Gerard MacDonell September 13, 2023 7:06 AM
