Sitemap - 2023 - Economics Uncovered

Latest PCE data shows why the Fed should shift its monetary policy stance

US CPI Review: October 2023 & Flash November Forecast

US CPI Preview: October 2023

Medium-term US CPI Forecast Update

US CPI Review: September 2023

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

US CPI Review: August 2023

US CPI Preview: August 2023

Economics Uncovered Chart Pack: August 2023

US CPI Review: July 2023

US CPI Preview: July 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

US CPI Preview: June 2023

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)

US CPI Preview: May 2023

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

March US CPI review: the disinflationary cycle continues, but will the Fed erroneously focus on core inflation?

US CPI preview March 2023: forecasting a significant drop in headline CPI growth, but higher core CPI growth

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

February CPI preview: expecting additional YoY deceleration, but the MoM number risks further unnerving markets

Silicon Valley Bank: what went wrong & what lies ahead for the US economy

Monthly Macro & Markets February 2023: Markets fret over higher MoM inflation, but the US is still in a disinflationary phase

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

2023 outlook: plunging inflation & a recession