The Art and Science of Data Dependence
The latest data tug-of-war, though relatively murky and uneven, implies emerging hints of less forward momentum with patches of softness.
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Fed Snap (May 1 Meeting): Current & Future Takeaways
The Federal Open Market Committee deliberates, while Chair Powell buys time, as financial markets move back-and-forth anxiously.
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Tracking & Nowcasting G3 GDP
Routinely, I update my G3 (US, Japan and Euro Area) real GDP nowcasts for the first-half of this year in view of the latest available inputs.
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Inflation Preoccupation
The gap between CPI and PCE inflation, which is larger than the historical average, can further convolute the ongoing debate in the US.
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The Evolving and Varying Demographic Imprint
The estimated imprint from demographics per se, especially on the advanced economies, is enduring, wide-ranging and potentially challenging.
184 Views