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EightateEight

amni rusli

Economics and Finance

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Latest Issues

The Fed, the Blue Wave, and the Pace of Hikes

What about that US midterms, then? Wow. Who would have thought. Should we briefly consider the implications of this blue wave for monetary policy?

But first, let me show you what Claudia Sahm writes in her recent Substack:

She writes, “Ev...

3 days ago
4

Interrogating Reality

Warsh has just had a presser where some of his answers were not satisfactory. David Andolfatto provides alternative answers here:

David Andolfatto

How Warsh Might Have Answered Instead

I feel like FOMC Chairman Kevin Warsh could have an...

9 days ago
2

People Had Thoughts About Warsh’s Press Conference

Hello my ten readers! How did you find Warsh’s press conference yesterday? Just to give a flavour of what others think, let me include the tweets here:

Overall, it was a Meh—from Claudia Sahm,

And from others, Kabuki!

More criticisms on...

9 days ago
6

Data Dependence Part 1

Gossip

Apparently Warsh went ahead and commissioned a Milton Friedman AI so he could have someone sensible to argue with about the economy and monetary policy.

To which I tweeted out:

Why does he need an AI to discuss this? Is he embarra...

12 days ago
2

After the September hike: a pause, a plateau, or more hikes? Between gradualism and anti-attenuation

Now that we’ve had a hike in September, the question is what’s next for the coming years. A pause, a plateau, or more hikes? Which actions, and when?

The September hike moved the range to 3.75–4%. Looking at the SEP dots, the median clocks...

a month ago
1

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