Aeimit Lakdawala @aeimit.bsky.social · 26/06/2025(3/5) The partisan bias is asymmetric: appearing primarily under Republican presidents. Bias also comes at the cost of forecast accuracy. Republican affiliated forecasters make relatively larger forecast errors when there is a Republican president. 110
Aeimit Lakdawala @aeimit.bsky.social · 09/04/202510 year Treasury at 4.35% (up from 3.9% just a couple of days ago). At the same time, expectations for fed funds rate at the end of 2025 have gone down from ~3.6% a week ago to ~3.3% 110
Aeimit Lakdawala @aeimit.bsky.social · 03/03/2025down to almost -3% now , but again seems to be over-reaction to early data. 000
Aeimit Lakdawala @aeimit.bsky.social · 28/02/2025Biggest decline in GDPNow in a short time that I can recall (excl. covid). Estimate now is for a 1.5% fall(!) in GDP in Q1-2025 120
Aeimit Lakdawala @aeimit.bsky.social · 14/11/2024Powell’s Q&A moving odds of Dec cut lower. At less than 60% now. 111
Aeimit Lakdawala @aeimit.bsky.social · 20/09/2024Claude got it wrong on the first attempt too. But when I just said "That is incorrect" without giving it the right answer, it came up with the right answer 010
Aeimit Lakdawala @aeimit.bsky.social · 18/09/20242) Young people experience larger declines in their group-specific CPIs following contractionary monetary policy shocks compared to older individuals. 000
Aeimit Lakdawala @aeimit.bsky.social · 18/09/2024We use newly developed distributional CPI by Xavier Jaravel. Two main results: 1) We find variation in inflation responses across racial groups. Prices faced by Black and Native Americans fall more than overall CPI after a policy tightening 110