Jordan Freed

Penn State '15. All-Star T-Shirt catcher

[Jordan Freed @jfreed23]

@NickTimiraos @conorsen Calculation method makes 27 (very lagged calc) still likely more disinflation particularly on rents. 28-29 become an issue

[Jordan Freed @jfreed23]

@jturek18 They love a good tax write off too. Look at Roster depreciation allowances

[Jordan Freed @jfreed23]

@fcastofthemonth What do you mean by the last line mean? I thought the number actually is 2.5% YoY?

[Jordan Freed @jfreed23]

@sonusvarghese @tylermacro10 Would look like Trichet / ECB? Or said otherwise - hikes that quickly are followed by weakening real data / inflation data that are too soon to plausibly have been the effect of those hikes, so are then unwound.

[Jordan Freed @jfreed23]

@conorsen Rate hikes or no?

[Jordan Freed @jfreed23]

@EconBerger Is it useful predictor in your mind for the manufacturing share of us employment ?

[Jordan Freed @jfreed23]

@VKMacro And Barr. But really if Waller and cook switch you’re at 5. Can’t see him wanting to hold on 5 dissents. So if Waller and cook go… they prob are hiking

[Jordan Freed @jfreed23]

@macropotamus Speaks of difficulty of getting inflation back to target no? Took experience of 5-10% for 2 years to basically reset from 1.8 to 2.4-2.7 which is where (I think) we are now. How do you get from 2.4-2.7 back to 2?

[Jordan Freed @jfreed23]

@EconBerger @LJKawa Yes

[Jordan Freed @jfreed23]

@jturek18 Like Weve learned in US - loose fiscal / tight mon pol = strong fx, especially for DM HYer?

[Jordan Freed @jfreed23]

@dMacro_dBS Seems about right framework but the core CPI required for July seems far too high? 0.25 cpi probably 0.3 core pce. His framework today could easily point to hiking ?

[Jordan Freed @jfreed23]

@ericwallerstein When they wrote down core pce forecast in Dec 2025 they thought it would be 2.5% this year. Now, with a favorable methodology shift, it’s going to be around 3.1%. That’s not easier in real terms?

[Jordan Freed @jfreed23]

@conorsen @TimDuy Replace GOP with “warsh” … and that probably holds

[Jordan Freed @jfreed23]

@aRishisays @macropotamus Selling m7 safest for either?

[Jordan Freed @jfreed23]

@sonusvarghese Depends on senate 2026

[Jordan Freed @jfreed23]

@M_C_Klein @LJKawa @IrvingSwisher

[Jordan Freed @jfreed23]

@conorsen Flyers would like a word

[Jordan Freed @jfreed23]

@DannyDayan5 I’m just saying even with PCE which has its own issues … inflation in US has been 10-20bp below Norway and rates 25bp lower. So i would think they’re approx in the same spot?

[Jordan Freed @jfreed23]

@jturek18 Forecasts for ecb won’t reflect the energy spike given timing cut off