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FOMC
64 postsFedspeak Monitor: April 15th
A wealth of Fedspeak this week has substantially clarified whose dots were whose on the most recent SEP. Goolsbee’s dovish speech strongly suggests the lone 4.875...
Fedspeak Monitor: April 8th
Still too early to say about June dots, but this week’s Fedspeak suggests the Fed sees the turmoil in the wake of SVB as unlikely to widen,...
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Paid-members
Fedspeak Monitor: April 1
We think it’s too early to make any judgments about June dots but it seems clearer that Susan Collins’ priors remain geared towards further tightening, while Neel Kashkari consistently sounded more cautious about macroeconomic implications from banking turmoil.