How much are labor costs influencing inflation? Our latest Letter examines nonhousing services, an important component of inflation, making up over half of the core PCE price index: sffed.us/428hugI | #SFFedResearch #EconTwitter #Inflation #Labor

Our explanation for why soft landing confidence is misplaced: 1) the process governing unemployment (u) is nonlinear, its distribution is multimodal with long right tail. Linear forecasting models on past labor values would tend not to predict sharp upswings. (1/2) Andrej Sokol

The youth canary in the coal mine is chirping loudly.

Time to make 2023 updates to my annual “opinions about solar” thread. If you like these, the second edition of my book, Solar Power Finance Without The Jargon, comes out very soon (just sent final proofs to publisher!) worldscientific.com/worldscibooks/… amazon.co.uk/Solar-Power-Fi…

The scale of the fires currently burning across northern Australia is pretty unfathomable. This animation visualises just the last two months of fire captured by #DEAHotspots - for context, the map covers an area larger than France, Spain and Germany combined...

Important paper showing the gains to mothers and society from WFH. A 10% increase in WFH is shown to increase mothers employment by 1%. This is particularly true in professions which are more family unfriendly, like finance and marketing. Two implications: 1) WFH is driving

In this week’s Bloomberg Australia Podcast, Rebecca Jones talks to James McIntyre about what’s in store for the Australian economy in the year ahead. trib.al/j1KG7Do

In this week’s Bloomberg Australia Podcast, Rebecca Jones talks to James McIntyre about what’s in store for the Australian economy in the year ahead. trib.al/fMJMsdv

In this week’s Bloomberg Australia Podcast, Rebecca Jones talks to James McIntyre about what’s in store for the Australian economy in the year ahead. trib.al/x5Fj7Ya

In this week’s Bloomberg Australia Podcast, Rebecca Jones talks to James McIntyre about what’s in store for the Australian economy in the year ahead. trib.al/DCEXCbE

Tune into this week's Bloomberg Australia Podcast, where Rebecca Jones and I discuss the outlook for Australia's economy in 2025

In this week’s Bloomberg Australia Podcast, Rebecca Jones talks to James McIntyre about what’s in store for the Australian economy in the year ahead. trib.al/zJvpPUh

In this week’s Bloomberg Australia Podcast, Rebecca Jones talks to James McIntyre about what’s in store for the Australian economy in the year ahead. trib.al/LM1pFDc

🎙 Can Australia's next government fix its economy? Ahead of the country's federal election, Bloomberg's Haidi Lun Stroud-Watts 伦海迪, Michael Heath and James McIntyre will be taking your questions on the main parties' plans - tune in on Wednesday, April 30 at 2 p.m. AEST/12 p.m. HKT.

Part of this very interesting discussion was around real exchange rates and how Australia's competitiveness is eroded despite the depreciation of the nominal exchange rate. Below is a chart of this using ULCs rather than prices. It all gets back to productivity in the end...

This week on the Bloomberg Australia Podcast, Rebecca Jones speaks to Bloomberg Economics’ James McIntyre about the outlook for Australian interest rates, how Trump could affect it, and what it all means for housing. bloomberg.com/news/articles/…

This week on the Bloomberg Australia Podcast, Rebecca Jones speaks to Bloomberg Economics’ James McIntyre about the outlook for Australian interest rates, how Trump could affect it, and what it all means for housing. bloomberg.com/news/articles/…

What makes the Australian economy special and why should you care? A new report from e61's Matthew Maltman and Ewan Rankin puts the spotlight on 5 things. 1/n

The RBA surprised the market in July by holding interest rates steady — and James McIntyre was one of the few who saw it coming. On this week's Bloomberg Australia podcast, he explains why he thinks a rate cut is on the cards next week. bloomberg.com/news/articles/…

The RBA surprised the market in July by holding interest rates steady — and James McIntyre was one of the few who saw it coming. On this week's Bloomberg Australia podcast, he explains why he thinks a rate cut is on the cards next week. bloomberg.com/news/articles/…