Macro Market Notes
Jan J. J. GroenA collection of notes on topics relevant for macro policy discussions and market views, leveraging the policy/market experience, economic intuition and econometric skills of an accomplished macroeconomist. Views are those of the author only.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 63 | Subscribers | Read | janjjgroen.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
November FOMC Meeting Preview: Slowly Easing
With labor markets gradually easing, inflation over the past six months slowing towards 2% but household spending running strong, both this week’s FOMC meeting decision as well as the one next month will be essentially on autopilot with 25b...
Oct. Payrolls: Noise?
Today’s release of the October Employment Situation report was very much affected by a number of special factors. Payrolls growth decelerated sharply, and as a consequence underlying trends also slowed. The unemployment rate stayed put but ...
Sep Personal Income & Outlays: Keep on Spending
The September Personal Income and Outlays report provides a good insight on the U.S. consumer as well as inflationary pressures going forward. This note presents some of these insights.
Sep Retail Sales & Jobless Claims Trends
This note reviews trends from the most notable data releases this week: the September retail sales and the weekly jobless claims data reports.
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Authors
The writers behind this newsletter.
I am an accomplished macroeconomist with a broad experience gained in senior roles at reputed policy and markets institutions. Formerly NY Fed and Bank of England. Interests: #inflation #centralbanks #markets #economy #forecasting. Views are my own.
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