Paid-members
Fedspeak Monitor 5/4/24
Just a bit of Fedspeak after this week's FOMC meeting, none of it particularly revealing.
Fed Policy
177 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.
March Inflation Preview: Relief Growing More Likely Over The Residual Seasonality Hump
Most of the Personal Consumption Expenditures (PCE) inflation gauges are sourced from Consumer Price Index (CPI) data, but Producer Price Index (PPI) input data is of increasing relevance,...
