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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...
Addressing Energy Services Inflation Through Reconciliation
The long-term goal of energy policy should encompass more than just security and decarbonization: the goal should be to ensure energy capacity abundance and stable energy cost.
June Inflation Preview: Lagging Consensus Catches Up To Hot Headline, But Relief Nearing...
As was warned in our May CPI preview (Peak Inflation? Not So Fast, My Friend. Upside Surprises Loom Large), the "peak inflation" calls were likely to prove premature....
The Refining Capacity Crunch Is Not An Excuse To Ignore The Fragile Crude Oil Supply Picture
The White House should not use the refining capacity crunch as a reason to avoid grappling with the fragile state of crude oil supply, as it appears to...
