Waller's World

Ironsides Macroeconomics 'It's Never Different This Time'

Waller's World

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Waller's World

Stable, Above Potential Demand, Waller and r*, Post-Election Policy Calculus, Our Field Trip to NYC

Barry C. Knapp

May 28, 2024

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This audio summarizes our May 27 note, Waller's World

Figure 6: We suspect small business employment is considerably weaker than the establishment survey implies. A special thanks for the Macrobond team for creating this chart. Please note the QCEW data only runs through 3Q23, there was a bounce in business confidence following the Fed pause and pivot in…

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