Paid-members
Fedspeak Monitor 10/6/24
We had some Fedspeak this week but mostly people stuck to their previous views.
Federal Reserve
209 postsA 50 Basis Point Cut In September: Why We Called It And Why We Called For It
The Federal Reserve began the process of normalizing interest rates at the September 18th, 2024 FOMC meeting. While the timing of the first rate cut was telegraphed well...
Fedspeak Monitor 9/29/24
With labor market risk rearing its head, Kashkari and Bostic sound dovish again.
Paid-members
Fedspeak Monitor 9/22/24
A little bit of post-game analysis from Bowman and Waller. Waller defends 50 by pointing to the implications of the CPI and PPI data received during blackout period for core PCE.
The Fed Embraces Preemptive Action
“The time to support the labor market is when it’s strong, and not when you begin to see layoffs.”
