Doing The Hard Math on The ’Soft Landing’ Is a soft landing more likely than most of us think? Maybe so. Today we’ll review the latest data and think about where this is all headed. 15 MIN READ 01/29/2023
Punchbowls and Priorities: When It Comes to the Fed, Sometimes Things Are Exactly What They Seem The real question isn’t so much whether we get more rate hikes, but when previous hikes will show their full impact. 14 MIN READ 01/14/2023
We Don’t Need Certainty So Much as We Need a Baseline Forecasts can be useful even if they aren’t right. Rather than a long list, I’m going to give you a few specific predictions and then review some other possibilities ... 15 MIN READ 01/07/2023
