Paid-members
Fedspeak Monitor 2/18/2024: Daly Sounds Dovish Again
In an extended conversation at NABE on Friday, Daly provided a lot of insight into her thinking. There was a lot to like in her answers.
Paid-members
Supply Chain Monitor: January PPI
Some commentators have noted that supply-side disinflation may be reaching an end point, but it is also clear that the supply-side pricing pressures of the pandemic era are over.
Paid-members
Supply Chain Monitor: January Industrial Production
Overall industrial production stayed flat year over year in the January data, and shrank by 0.1% month over month.
