Macrosight

Fed Uncertainty

What do long-term interest rates say?

Jul 18 • 

Ryan Brady

The Fed’s Forecasting Inertia

Is Powell & Co. wrong about the Long Run?

Jul 11 • 

Ryan Brady

June 2025

The CPI's turn

Both the PCEPI and the CPI are stabilizing

Jun 13 • 

Ryan Brady

1

1

GDP-Import Confusion

Imports do not cause GDP to decline or increase.

Jun 6 • 

Ryan Brady

2

May 2025

Checking in on the PCEPI

The Fed's main inflation gauge

May 30 • 

Ryan Brady

1

2

The Great Deflation of 2009

Sometimes prices do go down (but rarely)

May 16 • 

Ryan Brady

1

Discretion in action

Understanding the Fed’s inaction

May 9 • 

Ryan Brady

1

The Advanced GDP Estimate

It's negative for 2025 Q1

May 2 • 

Ryan Brady

2

April 2025

Surging Food Prices

Will that matter to the Fed?

Apr 25 • 

Ryan Brady

Deflation!?

What this means for the Fed

Apr 11 • 

Ryan Brady

What will happen to Imports? To Prices? To the Economy?

The question(s) of the hour

Apr 4 • 

Ryan Brady

2

March 2025

Then versus Now

Consumer spending since Covid-19

Mar 28 • 

Ryan Brady

1