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.
Fed Policy
177 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.
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.
Post-June FOMC: By Overreacting Hawkishly, the Fed Risks Being Behind the Ball
If the next month delivers either another round of soft inflation data, or a weak jobs report, the FOMC should be prepared to deliver a cut in July. If they continue to delay beginning rate cuts to gain certainty, they should consider a 50 bps cut for their first cut.
June 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.
