paid
MARKET CALL: Get A Neck Brace
Wednesday was a bad day for stocks after the release of the FOMC's Summary of Economic Projections (SEP)…
Fed
162 posts
paid
paid
Fed's Hawkish Rate Cut Triggers Pausing Tantrum
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today, as widely expected. That takes…
paid
Is the Fed Inflating? Is China Deflating?
Last Thursday, we wrote, "After today's PPI, we won't be surprised if Fed officials plant…
public
Will Rate Cuts Continue Unless Inflation Behaves Badly?
Today's CPI report for November matched expectations. The CME FedWatch tool shows 95% odds that the FOMC will…
paid
US Jobs Market: Onwards & Upwards
We've contended all year that the labor market was normalizing from the unsustainable pace of hiring during the…
public
MARKET CALL: Powell's Latest Pirouette
Fed Chair Jerome Powell is an accomplished danseur. His pirouette's are masterful. He did another such pivot on…
paid
Sticky Landing For Inflation?
Today's CPI report suggests that inflation may be getting stuck north of the Fed's 2.0%…
public
Powell's Mixed Message Remains Dovish
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today as widely expected. We expected…
paid
Powell Is Too Dovish
The monetary policy hawks may be coming home to roost at the Fed's November 6-7 meeting. September'…
public
Market Call: Back To Higher For Longer?
Remember the "higher for longer" mantra about the outlook for the federal funds rate (FFR) during the spring?…
paid
Big Employment Increase Puts Recession Story to Bed
This morning's payroll employment report for September and upward revisions for July and August were much stronger than…
public
Powell Declares Mission Accomplished
The Fed cut the federal funds rate (FFR) by 50bps today. This marks the end of the Fed’s monetary…
