Fedspeak Monitor (11/27/23 - 12/1/23)
Waller effectively put the nail in the coffin of further rate hikes with his comments this week.
Federal Reserve
202 postsOctober Core-Cast Post-PCE: The Good News Keeps Coming In And Accelerates The Potential Timeline For Cuts
Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of...
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.
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.
