Monetary Policy

101 posts

January 2024 FOMC Preview

Preston Mui — 5 min read

With lots of new data around the corner, the Fed will want to keep its options open.

Federal Reserve FOMC Fed Expectations Preview Systematic Monitors Macro and Markets Monetary Policy

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December Core-Cast Post-PPI: Shrugging Off The CPI Setback. A March Cut Re-Emerges As A Solid Base-Case

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors Nowcast PPI Recap Monetary Policy

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December Core-Cast Post-CPI: A Marginal Setback For The Prospect Of A March Cut

Skanda Amarnath — 6 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing CPI Recap Inflation Fed Policy Federal Reserve Monetary Policy

Ten Thoughts On The Tribal “Transitory” Debate As We Enter 2024

Skanda Amarnath — 14 min read

There will be a time and a place for a more thorough retrospective of this still-unfolding (dis)inflationary episode, but it would be premature to make strong declarations...

Inflation Federal Reserve Fed Policy Inflation Expectations Labor Markets Monetary Policy

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