The Long and Variable Lag of Monetary Policy

Jack Borsuk: Consumer spending and unemployment tend to walk hand in hand over a period of time. He says there's still, you know, some inclinations of consumer strength, but earnings are falling a little bit. "I've been kind of struggling these last couple of weeks because I sort of feel like we're in this wait and see mode," he says. 'There has to be some other kind of shoe to drop here'

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