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Economics Uncovered

Steven Anastasiou

Uncovering the outlook for monetary policy and financial markets through institutional grade research on the US and global economy.

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Substack
PricingOnly paid issuesPublishesTwice weekly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Medium-Term US Inflation Update

While the CPI is expected to see material further disinflation on a headline and core basis in 1H25, neither index is expected to fall to 2% by June: though the story could be different for the PCEPI.

a month ago
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US CPI Review: September 2024

Driven by a significant increase in adjusted core services prices, US inflation came in above consensus expectations in September.

a month ago
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US CPI Preview: September 2024

Another large decline in gasoline prices is expected to see annual headline CPI growth move materially lower in September, but the core CPI is anticipated to remain elevated.

a month ago
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While positives can be drawn from this employment report, the jobs market is not out of the woods yet

While a lower unemployment rate and a sharp rise in nonfarm payrolls represent positive shifts, many concerning trends remain within the broad array of US employment data.

a month ago
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Authors

The writers behind this newsletter.

  • Steven Anastasiou

    Unraveling all things macro: with a focus on inflation, jobs & the money supply | Making institutional grade economic research affordable & accessible to all | Former sell-side research analyst

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