Economic data releases, policy announcements, and market developments often generate more confusion than clarity without proper context and interpretation. Our Macro Suite Commentary provides timely analysis that connects individual economic signals to the broader picture, explaining what developments mean for employment, inflation, and overall economic health. We cut through technical jargon to identify the most significant implications for policymakers and the public. By contextualizing complex economic information within our full employment framework, these commentaries help ensure that policy discussions remain focused on creating broad-based prosperity rather than becoming fixated on individual data points or short-term market reactions.
Macro Suite Commentary

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Oct 03, 2024
Sep 03, 2024
We've decided to make this month's Macro Suite Recap public. If you'd like to start a 90-day free trial of our exclusive content, you can do so using this link. If you have any questions or would like to see samples of our past
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Jul 01, 2024
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Feb 23, 2024
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Nov 05, 2023
State Space
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Apr 19, 2023
Welcome to our State Space series. Here you will find how we’re thinking about the pathways and scenarios that could take us to critical economic states. We will never settle for "it's too unlikely." We try to reason backwards from the most important (tail-risk) scenarios,