Paid-members
Fedspeak Monitor 5/4/24
Just a bit of Fedspeak after this week's FOMC meeting, none of it particularly revealing.
Preston Mui
131 postsLabor Market Recap April 2024: What Reacceleration?
The data is consistent with those hoping for a soft landing—and soft landing cuts.
May 2024 FOMC Preview
Every member that's spoken since the March meeting has expressed both a further desire to be patient on starting rate cuts (in response to the inflation data) and confidence that holding rates steady for longer will, on the margin, come with less downside risk to the labor market.
Paid-members
Fedspeak Monitor 4/19/24
Fed officials across the board are now saying that the last three months of inflation data have pushed back the timing for rate cuts.
Paid-members
Fedspeak Monitor 4/13/24 (New Feature: Fedspeak Archive)
In the wake of a hot CPI print, members openly pushed back the timeline for cuts.
