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Artwork for Economic and Policy Commentary

Economic and Policy Commentary

Robert Brusca

GPS for investors and other Interested parties

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PricingFreemiumPublishesTwice weekly
Issues245Founded3 years agoLast Issue6 days ago
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Artwork for Economic and Policy Commentary

Latest Issues

Inflation reports on deck

Retail sales and IP – MFG surveys from NY and Philly

Beige Book; monthly Treasury statement

BIG WEEK Ahead

It’s a big week ahead for the economy and for monetary policy with two of the important inflation reports, the CPI and the PPI on...

6 days ago
1

Fed shifts focus to inflation- at least somewhat

How much more tightening to come or is this nearly it?

Still not making inflation REDUCTION PROGRESS

This chart shows something we are finally able to talk about with Kevin Warsh in at the Fed, and with the Fed raising rates backed by the...

13 days ago
1

Conference Board Consumer Confidence Sinks

If confidence is so bad…why isn’t the economy worse?

And

Jolts shows weakness is more of a regional than national issue

Openings are well off-peak across the board but still in their top 30 percentile or higher for most regions.

Subscri...

18 days ago
2

The week ahead jobs report is on tap

The Week Ahead

TOPICS:

Bonds sell off

Growth continues

Inflation lingers

This week’s features

Conf Board Consumer Sentiment

Q2 GDP revisions

PCE readings

ISM for MFG

Job’s report

Last Week

S&P PMIs—unexpectedly strong

U of M se...

20 days ago

The Outlook And Oddities In Monetary Policy

The Outlook And Oddities In Monetary Policy

Robert Brusca

Summary

  • The Federal Reserve, under Kevin Warsh, raised rates by 25 bps and signaled more hikes ahead, prioritizing inflation control.

  • FOMC projections and SEPs indic...

a month ago
2

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  • Robert Brusca

    Economist PhD Fed 1977-83 Fed watcher Irving Trust. Chief Economist at Nikko Securities, International. Widely quoted TV, radio news services globally Over 45 countries visited. A political independent, but rarely indifferent.

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