Disinflation Set to Slow Down
After 2 very benign CPI reports for June and July the August report was slightly more concerning. The good news is that core inflation...
Disinflation Set to Slow Down
US CPI: Core Services Running at 2%
Dead Cat
Manufacturing Dips, Services Power On
In a State of Limbo
Slowly, Slowly, Catchee Monkey
At Your Service
Back to Saving
Turning UP
Turning Slowly
The PMIs Point Towards Spring
Let's Chat About ChatGPT
Fading Away
War Like Wealth Destruction
China Gets Real
Not As Strong As It Seems
November PMI Note
Unsettled
Bullard on Wars and Inflation
10 Charts on War, Inflation and Asset Prices