Fed Policy
189 postsUnemployment is Up and Inflation has Fallen. A July Cut Should be on the Table.
As the July meeting approaches and Powell testifies in front of Congress at this week’s Humphrey Hawkins hearings, Powell and the rest of the Committee should keep the door open to a cut at the July meeting.
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.
Labor 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.
