Thursday, November 30, 2023
A reassuring outlook
This is a short post to update M2, GDP, and inflation statistics. All are consistent with the view that the economy is growing at a moderate...
Sunday, November 19, 2023
Congratulations, Javier Milei!
Javier Milei first appeared on my radar screen 3-4 years ago. At the time I thought he would be the perfect person to rescue Argentina from ...
Wednesday, November 15, 2023
I've been predicting the demise of inflation for at least a year now, and today's CPI report makes it official—there's no denyin...
Saturday, October 28, 2023
Growth and inflation update: not much to worry about
The big news this week—though widely anticipated—was the 4.9% annualized growth of the economy in the third quarter. Analysts still infected...
Wednesday, October 25, 2023
M2 update: continued disinflation
With this post I provide continued coverage of the all-important M2 money variable that almost no one, including the Fed, has bothered to pa...
View web version