Joe Brusuelas
Chief Economist RSM. Board of advisors UCLA Anderson School Economic Forecast. Member Wall Street Journal forecast board. Named 2023 best interest rate forecaster by Bloomberg. Dodgers fan
- In our white paper we capture rapidly changing market dynamics that are redefining the American middle market for the modern era. If you have exposure to the middle market it’s a must read that captures the shocks of the past twenty years and points to the way forward. rsmus.com/insights/eco...
- Good morning. I expect AI will lead to a productivity boom. However, it will not lift total factor productivity for a number of years. #Econ #EconSky realeconomy.rsmus.com/market-minut...
- Good morning. A look at manufacturing job losses over the next past quarter century. We expect sustained losses inside the January US jobs report amid a large downward benchmark revision between 600k-900K. #Econ #EconSky Source: The Real Economy Blog realeconomy.rsmus.com/market-minut...
- US Dollar: based on recent TICS data there are roughly $35.9 trillion in dollar denominated securities held across the global economy. A sudden dumping of dollar denominated assets by foreigners due to policy unpredictability out of Washington would be ultimately self defeating. #Econ #EconSky
- Good morning. Dollar diversification due to policy unpredictability out of Washington is driving down the value of the greenback. Yet the dollar is not going away. Take a look at the composition of dollar denominated assets held by US trade partners. #Econ realeconomy.rsmus.com/the-dollar-m...
- The delay in publishing the monthly BLS estimate of the January jobs data seems unnecessary. Upon its publication we expect a large benchmark revision downward in total employment near 720,000.
- If one is wondering why most economists considered Warsh hawkish before his conversion on the road to Damascus into the Fed Chair job take a look. Via the good folks @economics #Econ #EconSky
- Good morning. My January jobs preview. Forecast is a 60K increase with downside risk due to changes in BLS birth/death model as benchmark revision is published. #Econ #Econsky Source: The Real Economy Blog realeconomy.rsmus.com/market-minut...
- Is Kevin Warsh a man for all seasons or a chameleon? My discussion on his nomination to be the new Fed Chair. #Econ #EconSky finance.yahoo.com/video/kevin-...
- Kevin Warsh Nomination: one reason why market players are interpreting it as a hawkish pick- I agree-is because of his views on the need for a radical balance sheet reduction. #Econ #EconSky
- A good early morning as the price of silver has declined over 14% & gold just under 6% percent on Kevin Walsh’s potential nomination as Fed Chair. Lean in because it’s going to be quite the kickoff to the weekend. #Econ #EconSky
- Ahem the 30-year approaching 5%. About that de-facto weak dollar policy….
- Interesting move higher in the 10 year yield as rumors of Kevin Warsh nomination to be Fed Chairman gather pace.
- During the defining crisis of our time-The Great Financial Crisis-Kevin Warsh continued to extoll inflation as the primary risk during 2007-08 as a massively deflationary event was unleashed via the near collapse of the American banking sector & freezing up of credit markets that ensued thereafter.
- During the defining crisis of our time-The Great Financial Crisis-Kevin Warsh continued to extoll inflation as the primary risk during 2007-2008 as a massively deflationary event was unleashed via the near collapse of the American banking sector and freezing up of credit markets after. #Econ
- Good morning. Revising our forecast of Fed rate cuts following yesterday’s FOMC policy decision. #Econ #EconSky Source: The Real Economy Blog realeconomy.rsmus.com/market-minut...
- You know what to do.
- The FOMC kept its federal funds policy rate in a range between 3.5% and 3.75% while signaling that the central bank is in no rush to reduce the policy rate given the strong underlying condition of the economy despite a slower pace of hiring and inflation well above the Fed’s 2% target. #eco #econSky
- My appearance on CNN this morning discussing affordability, the dollar, jobs and the economy with a much better link. #Econ #EconSky www.cnn.com/2026/01/28/b... www.cnn.com/2026/01/28/b...
- Good morning. My discussion on the affordability crisis, jobs and the economy via Early Start With Rahel Solomon @CNN video.snapstream.net/Play/91h6cRi...
- For those up late in North America & up early in the UK & Europe I will be on the @BBC around 05:40 GMT on the Business Today show to discuss the upcoming @federalreserve policy decision.
- By request: it’s the Bloomberg dollar index post statement
- It’s a late afternoon look at the EUR/USD. I’m certain all of you can draw your own conclusions. #Econ #EconSky
- It’s not just policy uncertainty It’s policy unpredictability that global investors are punishing. Consider it a political risk premium being placed on dollar denominated assets such as the greenback. #Econ #EconSky
