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.
Fedspeak
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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.
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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.
Members
Fedspeak Monitor 11/10/24
Powell made the headlines with his rejection of any notion that President-elect Trump could force him to leave, but beyond that the November FOMC press conference was fairly boring (in a good way).
