Fedspeak Monitor 7/21/24
Another week of Fedspeak hearing from the dovish side of the Committee, who are mostly pushing back on July.
Fedspeak
73 posts
Paid-members
Fedspeak Monitor 7/12/24
Powell laid the groundwork for rate cuts this week. While he wasn't specific about timing at the Humphrey Hawkins hearings, he was dovish enough that the subsequent inflation release solidifies a September start to the cutting cycle.
Paid-members
Fedspeak Monitor 7/6/24
While still no one is willing to explicitly say it's time to go, the Fedspeak leaned dovish this week.
Paid-members
Fedspeak Monitor 6/29/24: The Doves are Getting Bolder
Since the June FOMC meeting and the May CPI release, there's been a noticeable shift in tone amongst the doves in the Committee.
Paid-members
Fedspeak Monitor, 6/21/24
Inflation optimism among the doves is back, but the hawks will want to see many months of good inflation before they're sure.
