Members
December 2024 SEP Dot Projections
Our baseline projection is for the median rate dot at three 25 bp cuts in 2025. Our hawkish scenario puts the median member at two cuts for 2025.
Fedspeak
65 postsDecember 2024 FOMC Preview
Now that rate normalization is about to move into the next, slower phase, it is important that they do not predetermine the scale of normalization.
Fedspeak Monitor 12/8/24
A lot of Fedspeak this week, enough to firm up our view that there will be a cut in December, with a January pause.
Members
Fedspeak Monitor 12/1/24
A light week of Fedspeak with Thanksgiving. Also released last week were the minutes from November's FOMC meeting. It's clear that neutral rate uncertainty is going to play a large role in this cutting cycle.
Paid-members
