Inflation Analysis
Quantitative research that disaggregates price data to identify which goods and services are driving inflation, and uncovering the specific supply-side disruptions that are behind the increase. This detailed analysis allows us to predict inflation trajectories with remarkable accuracy - our forecasts have outperformed predictions from several prominent financial institutions. We design targeted responses that address root causes rather than symptoms, enabling policymakers to combat rising prices without sacrificing the employment gains that benefit American workers.
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The Framework Review and Forward Guidance center labor market outcomes over inflation in evaluating interest rate policy. However, the Fed haven't clarified how they will evaluate inflationary dynamics under the new regime.
The nonpartisan Congressional Budget Office’s analysis of the macroeconomic impacts of the Enhanced Unemployment Insurance (EUI) provisions of the CARES Act is deeply flawed.