To give you a sense of how close call the September rate hike decision is, my team is operating on 1000th decimal points for our pce inflation forecasts.

Anna Wong @AnnaEconomist ·
  1. #1

    Do you remember what happened around the time when 10 yr hit 5% in the fall of 2023? GDP growth topped 5% then… and then the labor market slowed very quickly in Spring 2024. Labor…

  2. #2

    October 2017, then Fed chair Janet Yellen talked about how wireless phone services generated likely a one-off, temporary fall in inflation. Hard to believe that this category is w…

  3. #3

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  4. #4

    Bloomberg Price Project is seeing both disinflationary and inflationary impulse in the economy. Our full CPI preview @tdurie95 @TheTerminal :

  5. #5

    For tomorrow’s jobs report, just a tiny increase in labor force participation will easily push unemployment rate up.

  6. #6

    The hunt for the culprit of the long term yields increase reminds me of a whodunnit storyline.

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