Fedspeak
73 postsJune 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.
Paid-members
Fedspeak Monitor 5/19/24: The First Steps Towards Greater Confidence
The committee sounds pretty relieved after the April inflation numbers. While none of them are suddenly at the point of "great confidence" we've all been waiting for, they are nonetheless encouraged by the recent data.
