Reports Tagged: Fed

March 28, 2016

In recent years Federal Reserve Chair Janet Yellen has tended to give a major, one wants to say seminal, policy speech each spring and fall, methodically laying out the key

March 16, 2016

For all the debate over the merits of the blue dot rate plots, all the policy messaging to be taken from today’s Federal Open Market Committee meeting was loaded into

March 15, 2016

With the Federal Open Market Committee members about to settle in around the table to begin their two day March meeting, a few points about the likely outcome tomorrow afternoon.

March 04, 2016

There is little for the Federal Reserve not to like in this morning’s stellar Non-Farm Payrolls numbers: a continuing surge in job creation, with 242,000 jobs added — even the

March 02, 2016

Federal Reserve Bank of New York President Bill Dudley’s speech in Beijing the other day all but put the kibosh on a Federal Open Market Committee rate increase at its

February 23, 2016

A number of Federal Reserve officials are speaking through this week beginning with Vice Chair Stan Fischer later tonight in Houston. Bracketed as they are between last Friday’s surprisingly strong

February 10, 2016

Federal Reserve Chair Janet Yellen endured today what was easily the most brutal bi-annual Humphrey Hawkins testimony yet on Capitol Hill. The three hours before the House Financial Services Committee

February 05, 2016

A quick note on what we believe would be the Federal Reserve’s most likely takeaways from this morning’s surprisingly strong Non-Farm Payroll numbers, despite a downside miss on expectations for

February 04, 2016

It should have been no surprise to anyone looking at a Bloomberg screen this week that various Federal Reserve officials were adopting a more dovish tone in their remarks these

January 27, 2016

This afternoon’s Federal Open Market Committee statement read to us to be about as neutral and as carefully crafted as it could possibly be. The FOMC wordsmiths seem to have

January 25, 2016

With no rate hike looming in the Federal Open Market Committee’s statement this Wednesday, attention is largely focused on whether the FOMC will offer any confirmation of the market anxieties

January 08, 2016

This morning’s Non-Farm Payroll was almost too good in bolstering the case for the base case rate path being mapped out by Federal Reserve officials since their December meeting decision

January 06, 2016

This afternoon’s release of the Minutes to the Federal Open Market Committee’s December meeting will no doubt be closely scrutinized mostly for what they may indicate on the likely pace

December 16, 2015

First things first, the Federal Open Market Committee’s policy statement was well crafted in its balance, even polished, with something for everyone and impressive in being a unanimous decision. And

December 15, 2015

This has to be the most talked about, written about, and telegraphed rate hike in the history of central banks, and so already feeling a bit exhausted by the anticipation,

December 09, 2015

It is a testimony to the apparent success of the Federal Reserve’s policy messaging in recent weeks that not only does the near certainty of a first rate increase next

November 20, 2015

Wednesday’s Minutes to the Federal Open Market Committee’s October meeting were largely as expected – no surprise a Committee majority would really like to start policy normalization next month –

November 12, 2015

The Federal Open Market Committee’s “at its next meeting” dollop of forward guidance in its October meeting statement may have gotten things moving, but it was last Friday’s stellar Non-Farm

November 06, 2015

Well, now that was some Nonfarm Payroll: wholly unexpected to be sure, but superlative across the board, the huge surge in jobs creation, upward revisions, the unemployment rate down to

October 28, 2015

It took us a second to realize the significance of the tweak in the third paragraph of this afternoon’s Federal Open Market Committee October meeting statement – we are slow