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Contingent Supply: The SPR in The Current Moment
Recent developments in oil markets show how important it is to follow through on the second half of the SPR strategy.
August Inflation Preview: Can Used Cars & Gasoline Overcome The Rest of The Russia Shock?
August headline CPI inflation will likely come in close to the consensus forecast at -0.1% – which would be the lowest single-month reading since the onset of the pandemic.
A Flexible Policy Toolkit: What The Biden Administration's Groundbreaking SPR Reform Unlocks
The administration’s recently proposed regulation for flexibly refilling the SPR is a welcome policy change with serious potential to deliver price and supply stabilization benefits.
July Inflation Preview: Finally, Fewer Fireworks
July headline inflation is likely to come in roughly in line with the consensus forecast at 0.2% with the possibility of a mild downside surprise. Core inflation will likely be in line with forecasts as well at 0.5%, and is poised to cool further in coming months.
July FOMC Preview: The Recession Risks Are In Front Of Us, Not The Rearviewmirror
Two things are all but guaranteed for the rest of the week: The Fed is going to hike 75 basis points (2.25%-2.50%) and signal that...
