Alex Williams

This week saw a flurry of Fedspeak as policymakers gathered for the summer monetary policy summit at Jackson Hole.

Last Update: Thursday, August 16, 2023 Next Update: Friday, September 1, 2023 This is the Final Supply Chain Monitor in this exact format. Starting in September, newsletter subscribers will receive updated monitors as each data source comes out, along with commentary that focuses on how each new data release impacts

This week, we have added our current best guess at the September 2023 Summary of Economic Projections dots for each member, which we will continue to update as new Fedspeak comes in.

This is the Final Supply Chain Monitor in this exact format. Starting in September, newsletter subscribers will receive updated monitors as each data source comes out, along with commentary that focuses on how each new data release impacts our understanding.

As long as nothing bad happens — no gnarly inflation prints, no more supply-side shocks, no more land wars in Europe — we look to be on the soft landing path.

A revamped Fedspeak table and a new direction for Fedspeak.

This is the first in a recurring series on what the underlying detail tables can tell us about the path of investment across the broader macroeconomy.

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