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Friday, March 30, 2018

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    Posted by on Friday, March 30, 2018 at 10:24 AM in Economics, Links | Permalink  Comments (292) 


    Wednesday, March 28, 2018

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      Posted by on Wednesday, March 28, 2018 at 12:18 PM in Economics, Links | Permalink  Comments (177) 


      Monday, March 26, 2018

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        Posted by on Monday, March 26, 2018 at 11:53 AM in Economics, Links | Permalink  Comments (337) 


        Friday, March 23, 2018

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          Posted by on Friday, March 23, 2018 at 11:59 AM in Economics, Links | Permalink  Comments (296) 


          Tuesday, March 20, 2018

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            Posted by on Tuesday, March 20, 2018 at 11:00 AM in Economics, Links | Permalink  Comments (381) 


            Saturday, March 17, 2018

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              Posted by on Saturday, March 17, 2018 at 12:07 PM in Economics, Links | Permalink  Comments (369) 


              Tuesday, March 13, 2018

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                Posted by on Tuesday, March 13, 2018 at 10:41 AM in Economics, Links | Permalink  Comments (343) 


                Monday, March 12, 2018

                Jobs Report Gives Fed Cover To Retain Gradual Rate Path

                Tim Duy:

                Jobs Report Gives Fed Cover To Retain Gradual Rate Path: The jobs report gives the Fed cover to retain a gradual rate path. To be sure, the rapid pace of job growth will leave them nervous about an unsustainable pace of growth. But the flat unemployment rate remains consistent with their forecasts. In addition, low wage growth indicates the economy has not pushed past full employment. If inflation remains constrained, the Fed would be pretty much on target for this year. That suggests the three-hike scenario should remain in play. But increased confidence in the outlook and risk management concerns will push up enough “dots” in the next Summary of Economic projections toward four hikes for this year. ...continued here...

                  Posted by on Monday, March 12, 2018 at 10:59 AM in Economics, Inflation, Monetary Policy, Unemployment | Permalink  Comments (42) 


                  Sunday, March 11, 2018

                  Links for 03-12-18

                    Posted by on Sunday, March 11, 2018 at 09:09 PM in Economics, Links | Permalink  Comments (192) 


                    Friday, March 09, 2018

                    Links for 03-09-18

                    I kind of got behind...

                      Posted by on Friday, March 9, 2018 at 11:08 AM in Economics, Links | Permalink  Comments (229) 


                      Friday, March 02, 2018

                      Links for 03-02-18

                        Posted by on Friday, March 2, 2018 at 09:59 AM in Economics, Links | Permalink  Comments (578) 


                        Thursday, March 01, 2018

                        Fed Changing Its Tune

                        Tim Duy:

                        Fed Changing Its Tune: Yesterday I called attention to this line from Federal Reserve Chairman Powell’s testimony:

                        In gauging the appropriate path for monetary policy over the next few years, the FOMC will continue to strike a balance between avoiding an overheated economy and bringing PCE price inflation to 2 percent on a sustained basis.

                        I interpreted this as a shift in the Fed’s focus. The risks are shifting, hence the new concern about an overheated economy. In contrast, previous iterations of this policy guidance referred to “achieving” and then “sustaining” full employment. Central bankers must view the economy as in a danger zone for inflationary pressures. ...continued here...

                          Posted by on Thursday, March 1, 2018 at 10:33 AM in Economics, Monetary Policy | Permalink  Comments (72)