Reports Tagged: Fed

September 17, 2021

In the interest of efficiency and time I thought we might share a few brief highlights of key market related points in (and not in) our reports while addressing some

June 25, 2021

With a ten-day distance from the stormy aftermath of the Federal Open Market Committee meeting last week, we would square the circle between the June meeting and the likely policy

June 14, 2021

A few points on the main takeaways we are expecting from this Wednesday’s Federal Open Market Committee meeting and Chairman Jerome Powell’s post-meeting press remarks: ** On the anticipated signals

June 09, 2021

For all the endless commentary and repeated questions on the start to the Federal Reserve’s looming reduction in the pace of its $120 billion in monthly asset purchases, one can

May 20, 2021

For many Federal Reserve officials, among the harder points to stomach in the withering criticism of Fed policies by former Treasury Secretary Lawrence Summers earlier this week was his scathing

April 28, 2021

His irritation over being asked the same question multiple times about the tapering of asset purchases was palpable, but all else being equal, Federal Reserve Chairman Jerome Powell handled the

April 16, 2021

Federal Reserve officials will be going into their April 27-28 pre-meeting black-out later today with an unusually well-disciplined policy messaging: the economy is at an “inflection point” with a robust rebound “ready

March 10, 2021

In no small way, it is astonishing that the most important decision the Federal Open Market Committee will be weighing at their upcoming March 16-17 meeting is how they signal

February 26, 2021

Federal Reserve officials may be feeling a bit shell-shocked by the violent price action in the bond markets on Thursday, but their concern is less about the surge in longer-dated

February 22, 2021

More than half the Federal Open Market Committee will be flooding the zoomed air waves with public remarks this week, the high tide mark in the new communications wave being

February 09, 2021

Against the backdrop of reflation trades lifting bond yields and nudging inflation expectations higher, markets will be looking for any new signals or fine tuning to the Federal Reserve’s near

January 27, 2021

It was an unusual first of the year press conference earlier this afternoon for Federal Reserve Chairman Jerome Powell after the conclusion of the Federal Open Market Committee’s two day

January 26, 2021

Federal Reserve Chairman Jerome Powell may have put the kibosh on the most recent taper talk with his “no time soon” edict a week or so ago, but the Fed’s

January 13, 2021

Federal Reserve Bank President Esther George gave something of a shrug to questions about the timing to a taper of the Federal Reserve’s asset purchases in a webcast interview yesterday,

January 08, 2021

As the US economy pulls away from the debris of the Covid-ravaged turn of the year and the political chaos of the final weeks of the Trump presidency, we think

December 16, 2020

Federal Reserve Chairman Jerome Powell followed up today’s policy statement of the Federal Open Market Committee’s December meeting laying out a calmly communicated monetary policy path that will be as

December 09, 2020

With the Federal Open Market Committee’s year-end meeting set to conclude a week from today, we wanted to offer a few points on what we expect will be its main

December 01, 2020

The Capitol Hill testimonies that began this morning by Federal Reserve Chairman Jerome Powell and outgoing Treasury Secretary Steven Mnuchin will undoubtedly put the rare rift between the Fed and

November 23, 2020

While It is striking how disciplined Federal Reserve officials have been in recent weeks, from Chairman Jerome Powell right down across the ranks of the Federal Open Market Committee, in signaling

November 19, 2020

While Federal Reserve Chairman Jerome Powell finally gave a brief glimpse earlier this week of the Board of Governor’s strong preference to see the Fed’s 13-3 credit facilities extended beyond