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Data_Note: PCE Inflation okay, but real spending takes a hit
One month does not change the strong spending trend, but neither can we ignore it. Also, housing (bad), UI claims (still okay).
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Jared Bernstein
1
Kryptonite to the Right: How Denmark is Bucking the Rightward Trend
David Leonhardt’s argument is crystal clear and highly persuasive.
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Jared Bernstein
11
Data_Note: There's something happening here...
What it is seems pretty clear.
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Jared Bernstein
13
What are We For?
The false populism of the current administration is already a source of growing conflict. Which only raises the question: now what?
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Jared Bernstein
27
Date_Note: Weekly Update: Housing, UI, Consumer Sentiment, Markets, Polls
Ticking through the week’s data with brief commentary; do check out the polling bit at the end.
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Jared Bernstein
3
Furman's Bidenomics Critique: Update
Two big brains clarify the infrastructure spending confusion and I question Jason’s timing.
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Jared Bernstein
7
Democrats are clearly in trouble. But the path forward may be less steep than they think.
What if electorally damaging headwinds fade and tailwinds emerge?
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Jared Bernstein
14
Data_Note: Is the U.S. economy hitting a soft spot?
A number of indicators have come in not-so-great, but way too soon to conclude anything.
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Jared Bernstein
Fiscal BS Alarm Has Been Triggered
The growth assumption in the House Budget Resolution is absurd.
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Jared Bernstein
5
Data_Note: CPI comes in hot
As groceries spike, shoppers say "un oeuf is un oeuf"
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Jared Bernstein
2
No delusions: Bidenomics wasn't perfect, but it did many great things
Responding to Jason Furman
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Jared Bernstein
7
What if resistance *isn't* futile??
There's an inherent contradiction unfolding in real time.
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Jared Bernstein
5
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