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

Anna Wong @AnnaEconomist ·

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  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…

    Anna Wong @AnnaEconomist ·
  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…

    Anna Wong @AnnaEconomist ·
    October 2017, then Fed chair Janet Yellen talked about how wireless phone servi…
  3. #3

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    Anna Wong @AnnaEconomist ·
  4. #4

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

    Anna Wong @AnnaEconomist ·
    Bloomberg Price Project is seeing both disinflationary and inflationary impulse… Bloomberg Price Project is seeing both disinflationary and inflationary impulse…
  5. #5

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

    Anna Wong @AnnaEconomist ·
  6. #6

    We estimate that the investment boom, in fact is 2x as large than measured in the national accounts. Labor productivity also likely in fact -- post eventual revisions, like in the…

    Anna Wong @AnnaEconomist ·
    We estimate that the investment boom, in fact is 2x as large than measured in t…

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