Inflation

June 24, 2025 by Vikas Patel & Preston Mui — 6 min read

The Past, Present, And Future Of Macroeconomic Policy

Overview We originally launched Employ America to confront the policy failures that plagued the decade following the Global Financial Crisis of 2008 (GFC). The failure of our policymakers to support workers and sustain aggregate demand during and following recessions had been an...

Is There Virtually No Inflation? Tariffs Aside, We Have Another Supply Shock At The Doorstep: Electricity

Skanda Amarnath — 3 min read

If inflation feels virtually nonexistent to some, that may soon change. The May CPI release showed a much slower pace of price increases than expected. Some of that...

Energy Electricity Inflation Supply Side

Hedging Natural Gas Shocks: How Gutting the IRA Risks Prolonging Electricity Price Pain

Skanda Amarnath & Arnab Datta — 12 min read

Executive Summary Congress is considering raising the tax burden on electricity investment and production supported through tax credits (ITC & PTC) enacted in the Inflation Reduction Act of...

Electricity Energy Inflation

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May 2025 Core-Cast Post-PPI: We Were Totally Wrong-Footed By Financial Services & Airfares

Skanda Amarnath — 4 min read

Core Inflation Core PCE Core Services Ex Housing Inflation PPI Data Nowcast Recap Systematic Monitors

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May 2025 Inflation Preview: The Tide Is Beginning To Shift, But It Won't Be More Apparent Until Later This Summer

Kim Stiens — 6 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Preview CPI Data Systematic Monitors

The Past, Present, And Future Of Macroeconomic Policy

Is There Virtually No Inflation? Tariffs Aside, We Have Another Supply Shock At The Doorstep: Electricity

Hedging Natural Gas Shocks: How Gutting the IRA Risks Prolonging Electricity Price Pain

May 2025 Core-Cast Post-PPI: We Were Totally Wrong-Footed By Financial Services & Airfares

May 2025 Inflation Preview: The Tide Is Beginning To Shift, But It Won't Be More Apparent Until Later This Summer

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