Reports Tagged: Fed

September 23, 2014

There seems to be a lingering confusion since last week over what many took to be crossed signals between the Federal Open Market Committee’s dovish statement versus the more hawkish “blue dot rate plot” indicating a

September 17, 2014

So who knew after all the handwringing over the in or out of the “considerable time phrasing” that it would turn out to be almost a footnote to the two

September 16, 2014

The market and media have been worked into a near frenzy (ourselves included) in the last week or so speculating on the very close call of whether the Federal Open

September 11, 2014

How do you say pretty much the same thing, using different words but without the same loaded meaning and memories, to convey a certain distancing without causing a frightened misunderstanding

August 22, 2014

After the anxious days of speculation over the possible policy signals to be taken from Federal Reserve Chair Janet Yellen’s speech on “Labor Markets Dynamics and Monetary Policy” this morning

August 20, 2014

No two ways about it, the Minutes to the July meeting of the Federal Open Market Committee this afternoon were on balance a tad “hawky.” By hawky we mean that

August 19, 2014

 There has been no small amount of anxious anticipation of Federal Reserve Chair Janet Yellen’s keynote speech to open the Federal Reserve Bank of Kansas City’s conference in Jackson Hole

August 01, 2014

The continued job gains in this morning’s Nonfarm Payroll numbers are likely to be taken by a majority of the Federal Reserve officials as further evidence current policy is on the right track,

July 30, 2014

The basic thrust of a more upbeat (and a modestly more hawkish) tone to the economic outlook in today’s statement by the Federal Open Market Committee fit well, almost too well, into our expectations laid out

July 24, 2014

We have been saying since we can remember (well, early spring anyway, SGH 4/22/14, “Fed: Twists and Turns” comes to mind) that the Federal Open Market Committee’s September meeting is

July 14, 2014

Those hoping to see Federal Reserve Chair Janet Yellen signal a hawkish turn tomorrow when she testifies on Capitol Hill Tuesday and Wednesday are likely to be disappointed. While we

July 08, 2014

In anticipating the Minutes to the June meeting of the Federal Open Market Committee being released tomorrow afternoon, it is probably worth bearing in mind how closely Chair Janet Yellen has hued to the broader Committee consensus

July 01, 2014

The question, brusquely poised in the shorthand of the headline, is being asked across the fixed income markets these days amid the seeming complacency of rates pricing, namely, whether Federal Reserve Chair

June 18, 2014

There isn’t a heck of a lot we can object to in the thrust of today’s Federal Open Market Committee statement, Summary of Economic Projections and the blue dot rate plot,

June 16, 2014

With the Federal Open Market Committee’s statement, Summary of Economic Projections with their always fun to see rate dot plots, and Chair Janet Yellen’s second press conference due this coming

June 10, 2014

Judging by the market pricing, you would think that the single most influential Federal Open Market Committee member is the most dovish of an already dovish FOMC, Federal Reserve Bank

May 20, 2014

Stanley Fischer, the Obama Administration’s nominee as Vice Chairman of the Federal Reserve Board, is certain to be confirmed by the Senate, perhaps as soon as later today in a

May 16, 2014

We wanted to offer a brief word of caution on fixed income markets that have been rallying so hard these last few days. There is no small amount of pain trades

May 15, 2014

Probably the most interesting thing about the Minutes to the April Federal Open Market Committee meeting being released next week will be what they reveal about the curious joint session of the Board of Governors

May 06, 2014

That it was a year ago that former Federal Reserve Chairman Ben Bernanke first dropped his hints about the tapering to the Fed’s bond purchases is probably elevating the attention