Macro Intelligence 2 Partners - Independent Macroeconomic Research
generic banner.jpg

Thoughts From The Divide - Archive

Newsletter Searchable Database

Searchable Banner.PNG
 
MI2 Logo No Background.png
 

Search our Thoughts from the Divide catalog to find topics of interest:

 
Posts in San Francisco Fed
Inflation and The Fed - February 5, 2019

While last Friday’s data dump all pointed to robust growth in the US, it seemed like the market was mostly focused on the hemming and hawing of the Federal Reserve. This week, we look at three interesting pieces that help make sense of it all.

Read More
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.

Read More
Dovish Daly? - November 13, 2018

In a recent speech, San Francisco Fed President Mary Daly gave hope to those worried that the Fed was on a set path of hiking. First she assured the crowd that the Fed was data dependent, ignoring its horrendous record of forecasting problems and the massive transmission lag. Second she highlighted benign inflation numbers. Though inflation is still contained, recent job data indicates that wage inflation is on its way.

Read More