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Fedspeak Monitor 1/18/25
In the last week of Fedspeak before the January blackout period, Waller continued to signal openness to more cuts in 2025 and optimism about the inflationary trajectory.
Preston Mui
144 postsTo Combat Healthcare Inflation, Reconciliation Should Go Big on Site-Neutral Medicare Payments
As the 119th Congress convenes, the House Budget Committee is considering several policies to cut federal spending by more than $5 trillion. One reported proposal is a potential...
Members
Fedspeak Monitor 1/12/2025
Waller supports more rate cuts, isn't worried about tariffs.
Labor Market Recap December 2024: Relief, for Now
The further slowing we were worried about last month, particularly in the prime-age employment rate, did not materialize. This sets back expectations for earlier and more rate cuts this year, but it’s certainly a good report for anyone concerned about the left tail of labor market risk.
Members
Fedspeak Monitor 1/5/25
A light week of Fedspeak heading into the New Year.
