Preston Mui
153 postsJune 2024 FOMC Preview
With the labor market still strong and April inflation representing an improvement over Q1 but still not good enough, the committee is in “looking for confidence” mode.
Labor Market Recap May 2024: Still Cool
The totality of the evidence points more towards a cooling (but still good!) labor market than heating up, despite the payroll prints.
Paid-members
Fedspeak Monitor 6/2/24
Our baseline projection has the median June dot at two cuts, but it's on a knife-edge with one cut now.
Paid-members
Fedspeak Monitor 5/24/24
We finally heard from Waller this week in two speeches, one covering the recent economic data and another about his thoughts on r-star.
