The rise in US inflation is coming, several factors are just temporarily delaying it| robinjbrooks.substack.com
The latest data available on the job market, inflation, and business sentiment all suggest that the current constellation of interest rates is broadly consistent with underlying economic conditions.| The Overshoot
Inventory accumulation is almost certainly being undercounted. Data center investment may also be undercounted. But there was still a substantial slowdown that could get worse.| theovershoot.co