Three Motivations for Interest Rate Normalization: A Playbook for Fed Policy in 2024
What steps should the Fed take to preserve the hard-earned recovery in the labor market? We present a path for the Fed in 2024.
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Labor Market Recap November 2023: Boring is Good
Preston Mui
— 5 min read
After a somewhat worrying October report, November’s labor market data shows lower recession risk.
DOE Can Buy More Oil: A Roadmap for Maximizing Acquisition
Introduction On Friday, the Biden Administration announced that its October solicitation for crude oil had successfully closed with the acquisition of 2.7 million barrels of oil for...
October Core-Cast Post-PCE: The Good News Keeps Coming In And Accelerates The Potential Timeline For Cuts
Skanda Amarnath
— 4 min read
Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of how inflation...
