The Fed in 2023: Buying into Deceleration
In this piece, we’ll take a look at how the Fed’s thinking on the labor market has changed as the data validated or disproved various hypotheses in 2023.
Preston Mui
154 posts
Paid-members
Fedspeak Monitor 11/4/23 - 11/10/23: Growth Views Diverge
An extremely busy week of Fedspeak, with nearly every Fed official speaking.
Paid-members
Fedspeak Monitor 10/28/2023 - 11/3/2023
Just a handful of Fedspeak after the FOMC press conference, in which Powell tried to say as little as possible. More interesting were comments from Bostic...
Labor Market Recap: The Risks are Shifting
The labor market is really softening now.
November 2023 FOMC Preview: Long Yields Encourage Restraint
The Fed will leave its target range for the Federal Funds Rate at 5.25%-5.50%. The big news between the last meeting and this is the large raise in long yields, which has several committee members thinking that there will be less need to hike.
