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November 2024 FOMC Preview

Preston Mui — 4 min read

After the excitement at the September meeting, November is going to be relatively less exciting.

Federal Reserve Fedspeak Preview

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September 2024 Core-Cast Inflation Preview: Wedge Issues - Core CPI Has Upside Surprise Potential Alongside Better Core PCE Readings

Skanda Amarnath — 7 min read

Core Inflation Inflation Core-Cast Core PCE Core Services Ex Housing Preview Nowcast Data CPI Systematic Monitors

September 2024 FOMC Preview

Preston Mui — 9 min read

Our new baseline is a 50 bps cut with a total of 75 bps of cuts in the SEP for 2024. It’s a close call but we think a 50 bps cut is more likely than a 25 bps cut. We think a 50 bps point cut is the right move.

Federal Reserve Fedspeak Preview Labor Markets Inflation Fed Policy

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