December 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
69 postsFedspeak 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
Members
Fedspeak Monitor 11/17/24
With another hot PCE print on the way, December is looking less-sure. No one is saying that they want to pause outright, but the door to a pause is wide open.
