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

With the Memorial weekend and the traditional start to the summer months fast approaching, the Federal Open Market Committee is by all accounts on a glide path to a widely expected June meeting rate

We could be forgiven for nearly forgetting the Federal Open Market Committee begins its May two-day meeting this morning. ‎With no chance of a rate move announcement, about the only curiosity

“Regime change” is too strong a term, but we think there may be a subtle shift underway in the Federal Reserve’s near-term reaction function under Chairman Jerome Powell. Coming off his debut chairing of an Federal

Federal Reserve Chairman Jerome Powell turned in a very direct and to the point first press conference — though perhaps a tad too spartan — to cap off what seemed to us a

After the Federal Open Market Committee meeting this Wednesday afternoon, Federal Reserve Chairman Jerome Powell will almost certainly be asked in his first press briefing as Chair whether he will be undertaking press conferences after every

With a solid and reassuring Non-Farms Payroll report safely in the rearview mirror, attention will now be turning to the March 20-21 Federal Open Market Committee meeting next week. In particular, there is likely to be a particular interest

If Federal Reserve Chairman Jerome Powell wanted the markets to take his maiden Semi-Annual testimony before the House Financial Services Committee yesterday as a first foray towards four rate hikes

A quick note on Federal Reserve Chairman Jerome Powell’s testimony later this morning‎ before the House Financial Services Committee: ** Chairman Powell’s primary aim will be to stick as closely

Anxieties over how the Federal Reserve might respond to a newfound inflation threat and stock market gyrations are putting a communications premium on the first public remarks of Fed Chairman

As might be expected, there was a dead minimum of language changes to the January Federal Open Market Committee meeting statement this afternoon. *** But the tweaks, however subtle to the