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@fundstrat @MebFaber Tom's point on the Michigan survey bias is proven by Cleveland Fed economist Ina Hajdini. Her paper fixes that partisan noise to show a stable macro outlook. Data: https://t.co/vUB7ncpxFH
@fundstrat @MebFaber Tom's point on the Michigan survey bias is proven by Cleveland Fed economist Ina Hajdini. Her paper fixes that partisan noise to show a stable macro outlook. Data: https://t.co/vUB7ncpxFH
Inflation expectation surveys and politics: “we show that the sample composition by political affiliation varies substantially across surveys and over time and that these shares matter for aggregate inflation expectations” https://t.co/euypXrmefD