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 | 55 | Subscribers | Read | janjjgroen.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
August Payrolls: Bouncing Back
Today’s release of the August Employment Situation report confirmed that the downbeat July labor data were likely a one-off. Payrolls growth accelerated relative to July, but the underlying trends are slowing. The unemployment rate ticked d...
July Personal Income & Outlays: Soft Landing?
The July 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.
Quick Thoughts on Powell's Jackson Hole Remarks: As Expected
Chair Powell’s address at the 2024 Jackson Hole meeting really confirmed what recent FOMC meeting minutes and public remarks already had signaled: the Fed will start a rate cutting cycle in September, with the intention of pursuing a gradua...
Dog Days of August II: Payrolls Revisions and Minutes
As Fed Chair Powell gears up for his annual address at the Jackson Hole conference this Friday, this note reviews the most releases this week: the Preliminary Benchmark Payrolls Revision as well as the release of the July FOMC meeting minut...
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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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