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Jonathan Wilmot
Mar 222 min read
What is the Fed Saying?
After Wednesday's FOMC meeting, the Fed signaled that they expect to make 3 rate cuts by the end of this year, and another 3 next year....
15 views
Jonathan Wilmot
Apr 6, 20235 min read
In a State of Limbo
Limbo: in a state of uncertainty, up in the air, in abeyance, betwixt and between. (Collins Dictionary). Stuck between heaven and hell...
18 views
Jonathan Wilmot
Nov 20, 20223 min read
Unsettled
The Fed doesn’t care that much that inflation has probably peaked; the important question is "where will it settle”?
48 views
Jonathan Wilmot
Nov 3, 20221 min read
10 Charts on War, Inflation and Asset Prices
Wars are inflationary, period. That is one of the clearest lessons of history, as we document below.
23 views
Jonathan Wilmot
Oct 13, 20221 min read
The Fed as Bean Counter
The Fed now has an explicit dual mandate (low inflation and full employment). What if we assumed that de facto it has always had a dual...
15 views
Alex Haseldine
Aug 10, 20222 min read
Taking the Lead on Inflation
Today’s CPI report in the US surprised on the downside, a welcome change from the dismal run of higher than expected inflation readings...
33 views
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