Labor Market Recap November 2023: Boring is Good
After a somewhat worrying October report, November’s labor market data shows lower recession risk.
DOE Can Buy More Oil: A Roadmap for Maximizing Acquisition
Introduction On Friday, the Biden Administration announced that its October solicitation for crude oil had successfully closed with the acquisition of 2.7 million barrels of oil for...
October Core-Cast Post-PCE: The Good News Keeps Coming In And Accelerates The Potential Timeline For Cuts
Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of how inflation...
October Inflation Preview: A Data Release That Can Dictate The Future of The Hiking (& Easing?) Cycles
Summary Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of how...
In The Right Context, Full Employment Can Support A Pickup In Productivity
Summary Amidst all of the understandable concern with inflation and recession risks, the evidence continues to foretell a welcome inflection point on the horizon—a rare procyclical upturn...
