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Thoughts From The Divide - Archive

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Posts tagged Robert Dietz
Economic & Policy Incongruities - December 11, 2018

Recently we’ve highlighted some US economic data has displayed some incongruities between ISM and Markit Manufacturing. Now, NFIB’s Small Business Optimism data, former Fed officials, and news sources have mixed signals.

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Rates, Rates, and More Rates - November 27, 2018

Going into the FOMC meeting in December, a number of important "rates" are making headlines. Vice Chariman Clarida discusses u* and r*. Research from the San Francisco Fed disagrees with Neel Kashkari's belief that the Labor Force Participation Rate implies Labor Slack. And, Mortgage Rates are the scapegoat for recent problems in the Housing Market.

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Independent Fed and Housing Optimism - October 16, 2018

As President Trump and Fed members exchange words following the recent market wobbles, we discuss 2005 research from the St. Louis Fed analyzing the Great Inflation, analyzing the human and political elements that complicated and informed the decision making. Housing continues to be in focus as builders continue to be optimistic, despite continued tightness in the labor market.

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Housing Constriction - September 18, 2018

Despite continuing confidence among home builders, housing affordability is becoming a challenge. The growing economy is helpind demand, but also tightening the labor market, leading to significant worker shortages, especially among skilled trades. There are also signs that affordability will not improve anytime soon, with continued low unemployment, tariffs, and widespread damage from hurricanes.

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