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Econbrowser

Analysis of current economic conditions and policy

Conference Board: “Pessimism about the future returned”

Conference Board index at 98.3 vs. 102.7 Bloomberg consensus, down from upwardly revised 105.3. Here is a picture of (standardized) U.Michigan Sentiment, Conference Board and Gallup Confidence measures.

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This entry was posted on February 25, 2025 by Menzie Chinn.

EPU Today: 655

A big jump:

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This entry was posted on February 24, 2025 by Menzie Chinn.

The 50th anniversary of Alice Rivlin’s tenure as the founding director of CBO

From the CBO website:

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This entry was posted on February 24, 2025 by Menzie Chinn.

NFP Prospects

Kalshi betting right now is for 300K reduction in force for the Federal government (h/t Torsten Slok):

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This entry was posted on February 23, 2025 by Menzie Chinn.

“so called economists at the Fed”

That’s EJ Antoni talking on something called Wealthion at minute 3:30.

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This entry was posted on February 22, 2025 by Menzie Chinn.

A Fed Inflation Credibility Index under Trump

Using 5 year ahead inflation expectations from the Michigan survey, not so much erosion in Trump 1.0. Trump 2.0 so far is another story.

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This entry was posted on February 22, 2025 by Menzie Chinn.

Guess I Picked the Wrong Week to…Stop Recommending Vaccinations

From the betting markets (Kalshi.com) yesterday:

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This entry was posted on February 22, 2025 by Menzie Chinn.

The Mother of All Magic Asterisks

The House Budget, as expected, is not a serious document — see the tables. I’ll skip the fantasy spending cuts, and focus on revenue plans. From CRFB:

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This entry was posted on February 21, 2025 by Menzie Chinn.

Dis-Inversion and Re-Inversion over the Last 3 Months

Not sure what it means, but I suspect heightened growth anxieties for the 4 month to 3 years horizon.

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This entry was posted on February 21, 2025 by Menzie Chinn.

Consumer Expectations Crash, 1 Year Ahead Inflation Expectations Soar as 5 Year Ahead Hits Record

5 year ahead inflation at 3.5%, highest since 1995M04. From Michigan Survey of Consumers:

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This entry was posted on February 21, 2025 by Menzie Chinn.

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Authors

James D. Hamilton is Professor of Economics at the University of California, San Diego

Menzie Chinn is Professor of Public Affairs and Economics at the University of Wisconsin, Madison

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Recent Posts

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Current Indicators

Econbrowser faces the data: (since Apr 30,2025)

Econbrowser recession indicator index: 6.8 (describes  2024:Q4)

The most recent U.S. recession began in 2020:Q1 and ended in 2020:Q2

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