Jonathan Wilmot
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....
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Jonathan Wilmot
- Apr 6, 2023
- 5 min
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 21, 2022
- 3 min
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, 2022
- 1 min
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, 2022
- 1 min
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, 2022
- 2 min
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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