Reports Tagged: Fed

October 28, 2019

There has been quite a bit of market speculation in the last few days over whether the Federal Open Market Committee this Wednesday will signal a pause on further rate

October 22, 2019

Judging from the surprisingly disciplined messaging going into the pre-meeting blackout period by various Fed officials on a “meeting to meeting” approach, the October 29-30 meeting of the Federal Open

October 04, 2019

Despite some initial reporting on this morning’s Non-Farm Payrolls numbers as weak, we doubt anyone on the Federal Open Market Committee will see the print as anything other than right

October 03, 2019

The takeaways from the Non-Farm Payrolls due out Friday will go a long way towards determining whether the sharp, sudden southern turn in the data over the last few days

September 26, 2019

Despite the best efforts of a reporter at last week’s Federal Open Market Committee post-meeting press conference, Federal Reserve Chairman Jerome Powell deflected the question whether the Committee had an easing bias,

September 18, 2019

Two things leap out for us from this afternoon’s statement, Summary of Economic Projections, the rate dot plots, and Federal Reserve Chairman Jerome Powell’s opening remarks and responses to reporter

September 18, 2019

The severe liquidity squeeze in the Overnight General Collateral Repo markets in recent days is certainly going to have dominated yesterday’s briefing on market conditions by the New York Open Market Desk and

September 16, 2019

A 25 basis point rate cut is all but certain to be announced this coming Wednesday afternoon when the Federal Open Market Committee concludes its two-day September meeting. Now the

September 04, 2019

Against the backdrop of the dueling remarks in recent days from several members of the Federal Open Market Committee, and conveniently just a few hours after a crucial Non-Farm Payrolls print

August 27, 2019

The political storm ignited by the odd op-ed by former Federal Reserve Bank of New York President William Dudley is absolutely the last thing a beleaguered Federal Reserve Chairman Jerome

August 23, 2019

For all the restless anticipation for Federal Reserve Chairman Jerome Powell’s keynote speech to open the Federal Reserve Bank of Kansas City’s “Challenges to Monetary Policy” conference in Jackson Hole

August 21, 2019

While the Minutes to the July Federal Open Market Committee meeting released this afternoon are essentially a look at policy through a rear-view mirror, we think they may still offer a foreshadowing of the

August 15, 2019

Despite the chatter across volatile markets to the contrary, there is little prospect for an inter-meeting rate cut by the Federal Reserve in the coming days or on the sidelines

July 31, 2019

Try as reporters did in pressing Federal Reserve Chairman Jerome Powell to confirm further rate cuts, he deflected several times and sought instead to reframe today’s 25 basis point rate cut as a

July 26, 2019

By the end of the day today, Federal Reserve Chairman Jerome Powell will have finished his round of pre-meeting phone calls to the Fed district presidents to hear their views on the

July 11, 2019

In his testimony and remarks before the House Financial Service Committee yesterday, Federal Reserve Chairman Jerome Powell did not so much hint at the likelihood of a 25-basis point rate cut at the July 30-31

July 08, 2019

A few thoughts on what we think will be the likely takeaways from Federal Reserve Chairman Jerome Powell’s twin testimonies on Capitol Hill this week, beginning with his appearance before the House

July 03, 2019

After months of relentless attacks on Federal Reserve Chairman Jerome Powell and the earlier failed nominations of Stephen Moore and Herman Cain, President Trump’s intended nomination of Fed critic Judy Shelton and Chris Waller, the head of

July 01, 2019

This Friday’s Non-Farm Payroll smack in the middle of the Fourth of July long weekend and the next slew of inflation and inflation expectations measures promise to be key signposts on the way to

June 25, 2019

Federal Reserve Chairman Jerome Powell speaks before the Council on Foreign Relations of New York at lunch time today, a venue that is interesting in coming so soon after last