- Pleased with jobs number, it's consistent with the outlook
- Hoping for minimal pain for the economy
- Fed has time to watch and be patient with data
- Credit is definitely tight and more will happen on that front
- I do think we can get to 2% inflation without seeing a recession
The Fed blackout ended today and the usual suspects haven't made us wait for long. Bostic and Kashkari are in a tight race to become the new Bullard.
