Ian shepherdson twitter
WebbIan Shepherdson on Twitter: "If you think monetary policy works with a lag of about a year, then the current state of chainstore sales growth reflects the impact of only the first 50bp or so of the 475bp total Fed hikes to date. Which is unfortunate." Webb8 apr. 2024 · This is... Genius . 08 Apr 2024 18:11:25
Ian shepherdson twitter
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WebbIan Shepherdson on Twitter: "If you think the Fed should keep hiking until core CPI hits 0.2% m/m then you're ignoring everything that was ever learned about policy lags and you're going to be very surprised about the state of the economy over the next few months. Just don't dare say no one saw it coming." Webb14 okt. 2024 · Ian Shepherdson on Twitter: "Worrying about exploding rent inflation? It probably doesn't have much more to run. Chart shows second differences of the Zillow rent index and the CPI version, lagged six months.👇👇👇" Worrying about exploding rent inflation? …
WebbIan Shepherdson on Twitter: "So rate expectations are going nuts over this? Am I missing something or is everyone just over-caffeinated?" So rate expectations are going nuts over this? Am I missing something or is everyone just over-caffeinated? 14 Feb 2024 18:04:34 Webb.@IanShepherdson thinks overall employment will turn negative as early as this summer. Most Wall Street banks still think a recession is likely sometime this year.
WebbFör 1 dag sedan · “A história principal aqui é que, se a inflação do núcleo do PPI continuar caindo rapidamente, o núcleo do índice de preços de gastos com consumo (PCE, na sigla em inglês) seguirá”, projeta Ian Shepherdson, economista-chefe da Pantheon Macroeconomics, ao referir-se ao indicador de inflação preferido pelo Fed. Webb18 juli 2024 · Ian Shepherdson, the founder and chief economist of British firm Pantheon Macroeconomics, told Forbes that homebuilder confidence, which is at a two-year low, still has "further to fall."...
WebbThe "recession is coming!" case basically says: Sure, the data is good now, but it's, as @IanShepherdson put it, "a look back into an old world that doesn’t exist anymore."
Webb22 feb. 2024 · Ian Shepherdson. @IanShepherdson. ·. Feb 22. Replying to. @NickTimiraos. That's still going to fall across Feb even if the true trend is flat. Which right now probably is not the case, given the rebound in rates. Still, the MBA's data will … the shining snow mazeWebb23 apr. 2011 · The increase in the bike to work scheme is welcome but I take issue with it being a tax scheme linked to income and not a direct grant. EVs get a much greater and direct grant, while anyone earning … my sister is a demon lordWebb26 juli 2024 · Ian Shepherdson, a chief economist at Pantheon Macroeconomics, noted that single-family home listings have surged by 40% in the last four months even as unit sales plummet due to sky-high... my sister is a liarWebb24 feb. 2024 · Longtime leader of American Airlines steps down as chairman FORT WORTH, Texas (AP) — American Airlines said Thursday that Doug Parker, who served as CEO for more than eight years before stepping... the shining soundtrack discogsWebb11 apr. 2024 · Apr 11, 2024, 2:30 AM REUTERS/Joshua Lott The unemployment rate will start to rise this summer, says Ian Shepherdson. The Pantheon Macroeconomics founder says job gains in Q2 "will be much... my sister is a keeperWebb13 okt. 2024 · Ian Shepherdson @IanShepherdson. Evidence of falling inflation is everywhere except in the inflation data. ... No support in econ theory for the latter, as long as expectations anchored. They are. 2:55 … my sister is a monsterWebb27 apr. 2024 · “The astonishing leap in the March trade deficit makes a negative Q1 US GDP number way more likely; I was at -1% even before the trade report. One bad quarter is no big deal, though, especially when all the drag is trade/inventories. Final demand … my sister is a gremlin