Questioning whether there's real economic progress beyond surface stability numbers
Roman
Torsten Slok
Summer slowdown due to post-liberation day turmoil, but uncertainty decreasing with trade deals and clarity improving
Torsten Slok
Fiscal stimulus bill next year will lift GDP by almost 1 percentage point according to CBO
Torsten Slok
Labor market should bottom out now and improve next year
Highlighting disparity between official data and sentiment indicators/consumer experience with persistent high prices
Roman
Torsten Slok
Sentiment data shows affordability concerns weighing on outlook, but strong employment data persists
Torsten Slok
Inflation still too high, Fed has no choice but to stay on hold in December
Questioning what it will take to control stubborn inflation since current rates aren't working
Roman
Torsten Slok
FOMC debate between data-dependent and model-dependent approaches
Torsten Slok
Incoming data should get most weight and indicates need for caution on rate cuts