Beyond Brent f.o.b. – from Anthony Chan, who answers a question I’ve long had:
The Cost of Mideast Oil
4 Replies
Peak Everyday Prices?
Here is a overall picture, including PPI.
Gasoline, Diesel, Jet Fuel and Brent
Prices on Monday:
Continue reading
Commerce Bureau of Industry and Security Search Screenshot
If you were curious:
CRFB Tracks the Administration’s Forecasts So You Don’t Have To
It’s not pretty (CRFB):
“The Whites of Their Eyes”
CEA Chair Phelan on the need for a 50 bps increase in the Fed funds rate, given the hot CPI readings today, contra Waller and Logan (Bloomberg):
CPI Upside Surprise
High relative to Bloomberg consensus , +0.4% vs. +0.3% m/m for headline, +0.3 vs. +0.2% for core:
Naval Deployment as of 11/9
Theodore Roosevelt CSG en route, Boxer ARG nearing the region:
Furman and FRB/US on the AI Boom’s Impact
Jason Furman has put up a macro simulator based on the FRB/US model. Today, he traces out the model’s implications regarding the AI boom.
Feasible Cost of Living Reduction
Today, in “Democrats Promised to Fix the Economy. What Can They Really Do?” (WSJ), Grossman, Whalen and Bade argue that Democrats can do very little to lower the cost of living.