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.
Fedspeak
69 posts
Paid-members
Fedspeak Monitor 6/16/24
Our view of where the new dots are.
June 2024 FOMC Preview
With the labor market still strong and April inflation representing an improvement over Q1 but still not good enough, the committee is in “looking for confidence” mode.
Paid-members
Fedspeak Monitor 6/2/24
Our baseline projection has the median June dot at two cuts, but it's on a knife-edge with one cut now.
Paid-members
Fedspeak Monitor 5/24/24
We finally heard from Waller this week in two speeches, one covering the recent economic data and another about his thoughts on r-star.
