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PUBLICATIONS
Points | FOMC - Hold On to Your Cuts
Few changes to the Federal Reserve's policy statement and median rate projections masked an important shift. With further progress on...
Mar 2017 min read
Review | And Now We Wait
Sustained risk-asset weakness and recession fears may have spurred hopes for a helping hand from the Fed, but the central bank is likely...
Mar 1712 min read
Points | MPR - Going Nowhere in a Hurry
Summary Chair Powell's elucidating testimony before Congress as part of the Fed's semi-annual Monetary Policy Report made one thing...
Feb 1418 min read
Points | FOMC - Hold Up
A streamlined FOMC statement that preserved maximal flexibility belied a substantive tonal shift - the Fed is on an indefinite hold....
Feb 412 min read
Points | FOMC - Cut and See
With greater confidence that inflation is moving sustainably lower and a willingness to preemptively support its employment goals, the...
Sep 18, 20249 min read
Review | Inflated Expectations
The Fed has signaled that it will cut the Federal Funds target range 25bp (to 5.00-5.25%) on September 18 and initiate a monetary easing...
Sep 17, 202411 min read
Points | FOMC July 2024
At its July 31 meeting, the Fed sought to communicate a more balanced assessment of risks to include labor market deceleration. Powell...
Aug 4, 20246 min read
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