Alex HaseldineMar 152 minSticky But Not StuckBringing down the stickier components of inflation was never going to be easy, but they have gradually drifted down from a high level.
Alex HaseldineMar 102 minStrategy & Economics PostsSlowly, Slowly, Catchee MonkeyCompetition for workers has been fierce but it now seems to be cooling down. Perhaps the Fed can afford to be more patient.
Jonathan WilmotJan 61 minStrategy & Economics PostsFading AwayInflation pressures are subsiding, especially in the goods sector..
Jonathan WilmotNov 20, 20223 minStrategy & Economics PostsUnsettledThe Fed doesn’t care that much that inflation has probably peaked; the important question is "where will it settle”?
Alex HaseldineOct 7, 20221 minStrategy & Economics PostsThe US Labour Market is Starting to Cool DownThe US labour market is still running hot, with very large numbers of quits and new hiring compared to normal. But the data suggests that...