Paid-members
Fedspeak Monitor 7/6/24
While still no one is willing to explicitly say it's time to go, the Fedspeak leaned dovish this week.
Preston Mui
144 postsLabor Market Recap June 2024: Fed, Start Thinking About Cuts
With all of the softening in the labor market, it’s time for the Fed to actively discuss starting the process of rate normalization.
Paid-members
Fedspeak Monitor 6/29/24: The Doves are Getting Bolder
Since the June FOMC meeting and the May CPI release, there's been a noticeable shift in tone amongst the doves in the Committee.
Where High Rates are Restricting Investment
In this piece, we take a deeper dive into the finer details of the national accounts to gain some insight into how exactly monetary policy is restricting investment.
Paid-members
Fedspeak Monitor, 6/21/24
Inflation optimism among the doves is back, but the hawks will want to see many months of good inflation before they're sure.
