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Thanks for having me on to discuss the Jobs Report, Jonathan Levin. Glad to see you also chronically have your eyes closed in screenshots. Kathryn Anne Edwards is the only one who looks focused.

Finally, we perform a validating exercise by comparing UMich to Morning Consult (MC), which asks similar Q’s, but has not had a change in methodology over this period. By recasting MC so its mean+SD match UMich pre-shift, we find it lines up with our adjusted series /10

Lots of strong opinions on #inflation coming your way tomorrow!

John Leer “We had the most rapid hiking cycle in Fed history, and it didn’t break the housing market,” says John Leer. “That’s a sign of the underlying demand for housing that has built up and I don't see that going anywhere.” 🏠 x.com/i/broadcasts/1…

Strong agree! "Just because something’s priced into the market, to me, is an insufficient reason to do it." Cleveland Fed President Beth Hammack

Is the #LukaDoncic trade or Trump #tariffs on Canada more surprising news this morning? Busy day for economists who follow the #NBA

It's impossible to forecast the impact of tariffs without making political assumptions, domestic and international

We don't see the same jump in inflation expectations as UMich in our weekly data, as Jonathan Levin lays out in this piece. Morning Consult ClevelandFedResearch

Question for Adam Posen following his NABE speech yesterday: Why do #tariffs ->income shock-> wage/price spiral->#inflation? I could imagine tariffs ->income shock-> reduced AD->deflation

tl;dr on updated Fed economic projections: lower GDP; higher inflation in 2025

How do tariffs impact firms' costs and the associated pass-through to prices? A recent Boston Fed Research Current Policy Perspectives with Philippe Andrade, Alexander Dietrich , John Leer, Jenny Tang and Egon Zakrajsek sheds light on some of these urgent the questions.

Tomorrow's CPI report is the one we've been waiting for: We're finally getting a glimpse of how tariffs have impacted inflation. Tune in as Jonathan Levin breaks down the numbers LIVE w/ Allison Schrager and John Leer Tuesday, May 13 @ 8:25 a.m. ET. x.com/i/broadcasts/1…

Business hiring (and not firing) in the face of tariff uncertainty is what's allowed the economy to survive the past few weeks

“There's an opportunity right now, you know, to sort of adopt this, you know, to go try to capture some of that market at the higher end of the income spectrum, in particular, where folks have a little bit more room to absorb higher costs," Morning Consult's John Leer says.

We're gonna see a lot of upward revisions to earnings guidance

What's going on with the University of Michigan? Something is off with their surveys linkedin.com/posts/johnclee…