This is the final post in our multi-part series on the Fed's 2025 framework review and strategy for dealing with supply shocks. Part 1 discusses how the Fed can deal with tariff inflation risks, Part 2 discusses the implications of...
This is the fourth post in our multi-part series on the Fed's 2025 framework review. Part 1 discusses how the Fed can deal with tariff inflation...
This is the third post in our multi-part series on the Fed's 2025 framework review. Part 1 can be found here and Part 2 can be...
Last week's data leaves our take on the FOMC meeting unchanged. There are updated charts and tables with labor market and inflation data from the previous week.
The Fed is in a very difficult position. They are dealing with an economy that is facing both a negative growth shock and an inflationary shock at the same time, and are equipped only with the blunt tool of monetary policy.
