The Hubbub Surrounding January CPI Inflation
My analysis suggests that the recent upside surprises in CPI were primarily driven by the least persistent categories of inflation, not the more...
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The Next Four Years...
Should we ask not what President Trump can do for you, but ask what you can do for him? This piece considers a richer perspective for the next...
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Another Way to Skin a Cat?
I introduce a new interpolated monthly US real GDP series extending back to 1947, thus offering an alternative nowcast of current economic activity.
401 Views
Macklem, Orr, Gongsheng, Ueda, Bailey, Powell, Lagarde, Nabiullina and MDIN
The MDIN, which synthesizes DM and EM central bank policy dispersion, offers insights into worldwide interest rate policy cycles.
217 Views
Words Speak Louder Than Actions?
The evolving communication challenges at the Federal Reserve can potentially dominate the magnitude of reduction in the funds rate.
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