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 market weakness drove a flash crash in August 2024. By Sept 2024 Fed had to do a 50 bps cut.

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1. #1

   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 WongAnna Wong @AnnaEconomist · 1 天前

   
2. #2

   此帖子没有可显示的文字。

   Anna WongAnna Wong @AnnaEconomist · 2 天前
3. #3

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

   Anna WongAnna Wong @AnnaEconomist · 3 天前

   
4. #4

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

   Anna WongAnna Wong @AnnaEconomist · 2026-09-03
5. #5

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

   Anna WongAnna Wong @AnnaEconomist · 2026-09-03
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 WongAnna Wong @AnnaEconomist · 2026-09-03

   

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