Fed Expectations

Paid-members

September 2, 2023 by Alex Williams — 1 min read

Fedspeak Monitor - 9/1/23

Labor Market Recap August 2023: How Much Slowing is Left?

Preston Mui — 5 min read

The August 2023 labor market data points to a labor market that, while strong and not recessionary, is certainly slowing down more starkly than earlier this year. The...

Jobs Day Data Employment Fed Expectations Labor Markets NFP Recap Wages

Paid-members

Financial Conditions Monitor: Amidst Jackson Hole Noise, Pay Attention To Energy Price Signals - August 27, 2023

Skanda Amarnath — 3 min read

Systematic Monitors Fed Expectations Growth Expectations Inflation Expectations Fed Pricing Financial Conditions

Financial Conditions Monitor: R-Star Questions and A Fading Growth Impulse - August 20, 2023

Skanda Amarnath — 1 min read

We systematically track the evolution of financial conditions and their underlying drivers. We intend to share regular updates of these systematic monitors with our donors on a more...

Financial Conditions Systematic Monitors Fed Pricing Fed Expectations Growth Expectations Inflation Expectations

Financial Conditions Monitor: The "R-Star Brigade" Remains Unfazed - August 13, 2023