Paid-members
Fedspeak Monitor 2/10/24
The rest of the committee speaks in a near-unified voice: we can be patient with cuts.
Federal Reserve
209 posts
Paid-members
Fedspeak Monitor 2/4/24
Statements by Bowman, Goolsbee, and Powell this week revealed little we didn't already know.
It Wasn't AI: How Fiscal Supports, Supply Chain Healing, & Full Employment Explain Exceptional Productivity In 2023
The productivity data is messy and often should not be taken at face value. Our "Cautious Case For Productivity Optimism" in the summer of last year...
January 2024 FOMC Preview
With lots of new data around the corner, the Fed will want to keep its options open.
