The Weekly Brief
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Higher Home Prices
The housing market is picking up steam, which could put upward pressure on inflation. Learn more in the Weekly Brief.
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Predicting Inflation
Investors may want to take inflation forecasts with a grain of salt. We explain why in the Weekly Brief.
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Jobless Claims Rise
Signs of a weakening labor market may help bolster the case for keeping rate hikes on hold.
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The Savings Effect
The consensus is still expecting a recession, but we’re not there yet. One important reason why is household savings levels. Learn more in the Weekly Brief.
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Inflation Roots
The current level of inflation is the result of fiscal policy, not because of a decline in capacity. We explain in the Weekly Brief.
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Recession Perspectives
In this edition of the Weekly Brief, we look back at prior recessions and how they compare to the current market environment.
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Restaurant Demand Slowing
Data from the Restaurant Performance Index shows that both expectations and current demand are falling. This could be a sign of softening in consumer services.
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Up or Down?
In this edition of the Weekly Brief, we take a close look at the arguments for long-term interest rates moving higher or lower.
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Monetary Policy Timing
History tells us that it takes time for monetary policy to work its way through the economy.