Idiosyncratic Whisk

 The yield curve has taken a strong bullish move as a result of the election and the Covid-19 vaccine progress.  The long end of the Eurodol...

 The yield curve continues to slowly show optimism.  The long end of the curve continues to climb.  It's now back up above the yields of...

There have been a couple of great citations recently of my housing boom work. As I mentioned recently, Mercatus published a paper that Scot...

Inflation breakevens continue to rise, slowly.  After really flattening out last month, the yield curve perked up in August, somewhat, espec...

Here's a link to a research paper the Mercatus Center has published by me and Scott Sumner. Housing Policy, Monetary Policy, and the Gre...

Here's a little sneak peak into some work I've been finishing up.   This graph shows the number of permits issued for single family ...

The Fed is failing us.  It started out great.  The initial reaction to the pandemic was timely and forceful.  The yield curve on March 18 wa...

According to the Census Bureau, homeownership shot up by 2.6% just this quarter!  Normally, that amount of change would take a decade or mor...

The yield curve remains at about the same place it was a month ago. Since the mid-March peak of optimism after the initial reactions to CO...

 The yield curve (using Eurodollar futures) has undergone a series of shifts with the coronavirus pandemic.  In the first graph, we can se...