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The Supply Problem In The Fed's Framework - Part 2: Did The Fed Miss A Productivity Boom? The Future Warrants More Attention & Agility

Skanda Amarnath — 7 min read

This is the second post in our multi-part series on the Fed's 2025 framework review. Part 1 can be found here. The Fed has an opportunity...

The Dream of the 90s is Slipping Away in 2025

Preston Mui — 9 min read

After the pandemic recession, the right policy decisions resulted in a strong recovery and laid the foundations for another era of sustained productivity growth, similar to the 1990s. Sadly, in 2025, new policies are actively working against that dream.

1990s Full Employment Growth Investment Productivity Tariffs

Labor Market Recap March 2025: The Calm before the Storm

Preston Mui — 6 min read

This is our last snapshot of the labor market before we really start seeing the effects of the new Administration’s policies on the economy.

Labor Markets Recap Employment Wages Full Employment

The Supply Problem In The Fed's Framework - Part 1: What Should the Fed Do About Tariff Inflation?

Skanda Amarnath — 9 min read

Tariffs are back. With President Trump implementing and still proposing sweeping new import tariffs, the U.S. economy is staring down the barrel of policy-driven price increases and...

Fed Framework Fed Policy Federal Reserve Monetary Policy Tariffs Labor Markets Inflation