Labor Market Recap January 2025: A Solid Report, but Risks Ahead
The labor market might be solid right now, but the composition of job growth in the future looks increasingly worrying.
Preston Mui
167 posts
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Fedspeak Monitor 2/2/2025
We only heard from Goolsbee and Bowman after this week's FOMC meeting, but both the hawk and dove agree that the lack of policy and economic uncertainty from the new Administration's policy is going to make things difficult.
January 2025 FOMC Preview
If you enjoy our content and would like to support our work, we offer a premium, high-frequency macro research service, Macro Suite. If you’re interested in gaining...
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Fedspeak Monitor 1/18/25
In the last week of Fedspeak before the January blackout period, Waller continued to signal openness to more cuts in 2025 and optimism about the inflationary trajectory.
To Combat Healthcare Inflation, Reconciliation Should Go Big on Site-Neutral Medicare Payments
As the 119th Congress convenes, the House Budget Committee is considering several policies to cut federal spending by more than $5 trillion. One reported proposal is a potential...
