Paid-members
Alex Williams
188 posts
Paid-members
Supply Chain Monitor: ISM Manufacturing
Today’s ISM Manufacturing PMIs are consistent with a soft landing through repaired supply chains and the conclusion of bullwhip dynamics.
Paid-members
Fedspeak Monitor
This week saw a flurry of Fedspeak as policymakers gathered for the summer monetary policy summit at Jackson Hole.
Supply Chain Monitor - August 16, 2023
Last Update: Thursday, August 16, 2023 Next Update: Friday, September 1, 2023 This is the Final Supply Chain Monitor in this exact format. Starting in September, newsletter subscribers...
Paid-members
Fedspeak Monitor
This week, we have added our current best guess at the September 2023 Summary of Economic Projections dots for each member, which we will continue to update as new Fedspeak comes in.
