
(Mis)interpreting the Fed
What Goes Up
Is That a Tail Risk?
The labor market is what's perplexing everybody. Most models really just haven't worked in terms of trying to predict labor. We're coming to the end of this inflation cycle at least for now, and we're starting to see rates come down. Equities are responding positively; if you ask people on Wall Street, they're saying things are pretty good.
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