Economics Uncovered
Steven AnastasiouUnpacking the current state of, and outlook for, the US and global economy, with a particular focus on inflation.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 106 | Subscribers | Read | economicsuncoveredresearch.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
PCE inflation remains too strong in March, but the medium-term outlook is more positive
While the PCE Price Index saw another month of elevated growth in March, a number of key factors are likely to contribute to a significant lessening of price pressures as the year unfolds.
US economic growth remained robust in Q1 and could accelerate in Q2 — but a very different story may emerge in 2H24
A deeper look at the latest US GDP data reveals continued robust growth, while 2Q24 GDP is set to be materially supported by a favourable comparable — though growth could materially weaken in 2H24.
US CPI Medium-Term Forecast Update: Don't rule out multiple rate cuts just yet
Just as markets got ahead of themselves by pricing in a peak of seven 2024 rate cuts in January, the recent string of hotter CPI reports may have caused an overreaction in the opposite direction.
Alternative BLS rental data points to major disinflation in CPI rents
As opposed to various private sector measures of spot market rents, the best leading indicator of OER & RPR is an alternative rental index produced by the BLS — it points to major disinflation ahead.
Authors
The writers behind this newsletter.
Economist | Unraveling all things macro: with a focus on inflation & the money supply | Writes Economics Uncovered \ud83d\udcd6
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