Sitemap - 2023 - Economics Uncovered
Latest PCE data supports a March 2024 rate cut, with 2% PCE inflation possible in 1Q24
US CPI Review & Flash Forecasts: core CPI expected to hit a key milestone in December
November's US CPI data reveals deepening disinflation: initial thoughts
Latest PCE data shows why the Fed should shift its monetary policy stance
US CPI Review: October 2023 & Flash November Forecast
Medium-term US CPI Forecast Update
US CPI Preview: September 2023
US Jobs Report: Employment market is relatively solid, but warning signs remain
Latest PCE inflation data doesn't support another Fed rate hike
Lending data highlights the significant impact of the Fed's tightening
Economics Uncovered Chart Pack: August 2023
US Jobs Report Review: July 2023
Mid-Year Economic Review & Outlook
US CPI Review: June 2023 (w/flash July estimates)
US Jobs Report Review: a key recession indicator has been triggered
Economics Uncovered Chart Pack: July 2023
The Great Depression: timeline, causes and parallels to today
US CPI Review: May 2023 (with bonus flash June estimates & Fed implications analysis)
Calculating the unemployment rate
US jobs report: May 2023 review
When will the Fed deliver the first rate cut?
US CPI: 2023 inflation forecast update
April US CPI review: give it another couple of months
April US CPI preview: the potential for another inflation scare, but it could be one of the last
The US jobs market is weakening significantly
As long as the Fed keeps tightening, the banking crisis will grow
Monthly Macro & Markets: April 2023
Monthly Macro & Markets: March 2023
The employment market is losing momentum
February US CPI review: YoY CPI meets the consensus forecast, but rate hike expectations rise
Silicon Valley Bank: what went wrong & what lies ahead for the US economy
January CPI review: the disinflationary thesis remains intact
January US CPI preview: expecting slightly hotter headline but core in-line with consensus
There are reasons to be skeptical about the monthly US jobs report
The Fed's dovish tilt shouldn't have been surprising
Digging deeper into Q4 US GDP reveals a weak picture
Why high inflation is a rear-view mirror issue: explained in 10 charts
December CPI preview: expecting a big fall in YoY inflation & a below consensus print