The unexpected persistence of low inflation has been driving much of the internal policy debate across the Federal Reserve system for some time now, squarely placing the issue at the heart of the

With the market already widely anticipating a rate cut as the most likely next near move by the Federal Reserve, the willingness to consider rate cuts recently cited by several Federal Open Market

There is no question the Federal Open Market Committee delivered a spectacularly dovish policy outlook today. And we would be less than sincere if we didn’t add that we are somewhat taken

With no rate changes on the table seemingly for as far as the eye can see, most of the market focus on this Wednesday’s wrap on the Federal Open Market Committee March meeting

At the outset, we will need to admit that we found the Minutes to the Federal Open Market Committee January meeting to be somewhat defensive in tone and indicating more than the

It would be hard not to notice the unusually well-disciplined communications offensive by Fed officials since the turn of the year with the well telegraphed messaging of “patience” on rates policy and “flexibility” on the last

If the markets were looking for a pliant Federal Reserve this afternoon, they got everything they could have possibly wanted and more. A few points to make: ** Any remaining hawkish holdouts on the Committee were

Two key intended takeaways seem likely in the Federal Open Market Committee’s policy messaging this Wednesday. The trick will be how to smoothly and clearly communicate them in the mix between the statement language

Market attention on next week’s meeting of the Federal Open Market Committee and what Chairman Jerome Powell may or may not say in the first 2019 meeting press conference about the balance sheet got a boost this

When Federal Reserve Chairman Jerome Powell wrapped up his debut Federal Open Market Committee meeting press conference last March in 45 minutes flat, his plain-speaking, to the point and no more performance

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