Federal Reserve Chairman Jerome Powell’s carefully scripted messaging last Friday was a near master class in the art of finely tuned messaging, vaguely offering just enough in such reassuring tones

That Federal Reserve Chairman Jerome Powell came across as “aloof on the stock market sell-off” in his press conference after the Federal Open Market Committee meeting on Wednesday, or that he was being “too rigid

The single most important takeaway we drew from the Federal Open Market Committee’s policy decision today was an unexpected persistence in low inflation that must have colored the two days of discussions and, we suspect, nearly

The Federal Open Market Committee began its year-end two day meeting this morning amid continued stock market gyrations and unrelenting pressure by the White House, now picked up by many investors as well. Against that backdrop,

With nothing to suggest the Federal Open Market Committee is backing away from its well telegraphed intentions to raise interest rates at its meeting next week, the question is whether the Fed will also bring the year to a close

In the cold clear air of the morning after, and before the release of the November Federal Open Market Committee meeting Minutes this afternoon, we would make four points about Chairman Jerome Powell’s “just below” speech before the

The recent downward stock market turbulence has had the talking heads on CNBC clamoring for relief from the Federal Reserve while the speculation over slowing growth has pushed fixed income markets to begin pricing

In case it wasn’t clear to anyone that Federal Reserve Chairman Jerome Powell thinks the US economy is in a “good place” right now, he repeated what “good shape” the economy was in about a bazillion times

When Federal Reserve Chairman Jerome Powell delivers his latest views on monetary policy and the economy tomorrow night in Dallas, he will be doing so with a remarkably firm majority consensus of the Federal Open Market Committee behind him. But the question

With all the sound and fury in the wake of Tuesday’s midterm elections, we almost forgot the Federal Open Market Committee is due to issue its statement tomorrow afternoon to conclude its

When the Minutes to the September meeting of the Federal Open Market Committee are released this afternoon, the one thing the market will be most looking for is what they might

Two points to make in the wake of this morning’s Non-Farm payroll print: First, the NFP will be taken by Federal Reserve officials as further confirmation of a strong economy showing no signs

With the approach of the Federal Open Market Committee’s September meeting next week, we would highlight four likely takeaways, along with our sense of the backstory to two key themes that seem to be

A quick reaction on two points to the keynote speech by Federal Reserve Chairman Jerome Powell this morning in Jackson Hole: *** First, we honestly did not see the speech as especially

Perhaps the biggest surprise in the release this afternoon of the Minutes to the Federal Open Market Committee on July 31-August 1 was what was not in there: we had kind of assumed

The dog days of August sent most sane people off to the beach these last few weeks, but we still wanted to make a couple of points about the Federal Reserve Bank

In his testimony on Capitol Hill last week, Federal Reserve Chairman Jerome Powell responded to an unexpected question on the Federal Reserve’s balance sheet policy by affirming the Fed had no plans

It was not the Federal Open Market Committee’s nudge in the 2018 median rate projections to four from three hikes that took us by surprise this afternoon — it was after all a one vote

Another hike in the target policy range to 1.75-2.00%, which would put the fed funds rate within striking distance of the bottom end of many neutral estimates, may in fact turn

President Trump’s enthusiastic anticipation of this morning’s jobs report no doubt raised a few eyebrows, but for Federal Reserve officials, the bigger surprise was the across the board strength in today’s Non-Farm Payroll. *** To cut