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Employment Revisions Turn Positive
When Good News Becomes Even Better
3 hrs ago
•
Guy Berger
5
1
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What's Ahead for a Warsh Fed
Warsh is right to rethink transparency and Fed communication, but his views on monetary policy and a new Fed Accord need work. This piece is the start…
Jun 9
•
Tim Mahedy
3
1
More hiring. More layoffs. Why you should be doing more of both.
America's employers may come to regret their hiring freeze.
May 14
•
Guy Berger
6
2
More Fed Attacks, More Trump Headaches, or Not
No, this isn't 4D chess. But the administration may not be in a rush to have Kevin Warsh confirmed as the next Fed Chair.
Apr 15
•
Tim Mahedy
4
2
The Unemployment Rate Is Alright
Not Perfect, but Very Useful.
Apr 10
•
Guy Berger
4
1
Houston, We Have a Core PCE Inflation Problem
...and it started before the Iran War.
Apr 9
•
Tim Mahedy
18
2
AI Isn't Causing the World to Implode, but Your Stale Talent Pipeline Might
We published a version of this argument in a Barron's op-ed last week. What follows is the extended director's cut.
Apr 7
•
Tim Mahedy
6
1
AI & MARKETS: Dystopian Fears, Panicked Bears, and a Cold Shower
Citrini Research and Alap Shah wrote a tail-risk AI scenario that tanked markets. This is not the liquidity trap to worry about.
Feb 24
•
Tim Mahedy
6
1
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