Executive Summary: The AI boom is fueling the Fed’s hawkishness, as Ed and Elias... Read All

Executive Summary: The June jobs report was widely characterized as weak. Ed and... Read All

Executive Summary: Consumer spending has been remarkably resilient, growing for... Read All

Executive Summary: Kevin Warsh’s first press conference as Fed chair after last... Read All

Executive Summary: This week’s FOMC meeting will be the first over which Kevin W... Read All

Executive Summary: The strength of May’s employment report surprised many, debun... Read All

Executive Summary: The financial markets expect interest rates to remain higher... Read All

Executive Summary: April’s employment report had lots of good news for the labor... Read All

Executive Summary: Consumer spending is the single biggest driver of US GDP grow... Read All

Executive Summary: Why hasn’t the price of Brent crude oil gone through the roof... Read All