Jerome Powell’s odds of skating through the March FOMC press conference unscathed were long. There
Category: fed
Until Something Breaks?
The increasingly tense standoff between the bond market and the Fed will culminate this week
‘Troubling Inflation Seems Far Away, Unlikely,’ Powell Says
“We understand inflation dynamics evolve constantly over time but they don’t change rapidly,” Jerome Powell
Fed Delivers A ‘Substantial’ Dose Of Almost Nothing At Year’s Final Meeting
Headed into the last FOMC meeting of the most tumultuous year in modern history, Fed
Let Me Off This ‘Wild Ride’: What To Expect From The Fed’s Last Meeting Of 2020
If the Fed wants to unveil plans to extend the average maturity of its ongoing
The Fed Talked Quite A Bit About QE Options Earlier This Month, November Minutes Show
The prospect of a Janet Yellen Treasury and the public spat between Steve Mnuchin and
Jerome Powell Got Everything Right – Until Someone Asked About Monetary-Fiscal Nexus
Jerome Powell breezed through an uneventful press conference Thursday, sticking largely to familiar talking points
Fed Delivers Boilerplate Statement, Reiterates Promises Amid Election Uncertainty
In some respects, the Fed is likely a bit disappointed with the outcome of the
Fed Meeting, October Jobs Report Are Election Week’s ‘Other’ Big Events
It feels somehow trivial to mention (let alone analyze) next week’s “other” marquee events and
Fed Is ‘Really’ Out Of Firepower. ‘Only Government Spending’ Can Save Country, Bill Dudley Warns
“If the Fed managed to push that down by another 0.5 percentage point, what difference
Fed Minutes Show Officials Assumed Additional Fiscal Stimulus This Year
Minutes from the September FOMC meeting find Fed officials debating the relative merits of moving
Powell Hurts Own Cause, Feeds Budget Hawks By Parroting Deficit Myths
At this point, you’d forgive Jerome Powell (and most of his colleagues) for being frustrated
What A Blue Wave Means For The Fed, According To Goldman
Over the weekend, I outlined the rather stark economic choice facing Americans as they go
Jerome Powell Can’t Find Duration Bubble He Saw Eight Years Ago
As regular readers are aware, I’m generally loath to devote too much energy to lampooning
Jerome Powell Relearns A Lesson He Taught In 2012: ‘It Will Never Be Enough For The Market’
Jerome Powell described the Fed’s new, outcome-based forward guidance as “strong and powerful” on Wednesday,
Fed Adopts Outcome-Based Forward Guidance, Will Keep Rates Near Zero For At Least 3 Years
Headed into the September meeting, the Fed wasn’t expected to make meaningful changes to the
Amid Summer Stock Storm, A Dove Yawns
Barring some kind of truly dramatic, nightmarish spiral in risk assets on Monday and Tuesday,
‘We Disagree With Every Element Of This Narrative’: Why One Bank Doubts A Consensus Bond Trade
Lost in the fog of “whale tales” and superseded in the news cycle by the
A Disputed Election And An ‘Institutionalized Powell Put’
A few weeks back, I documented the extent to which Wall Street is preparing for
Clarida: Our Employment Models ‘Have Been Wrong’
On Monday, Richard Clarida delivered a fairly lengthy series of prepared remarks for a webcast
‘Historic Fed Shift’ Was A Good Headline While It Lasted
“We’re going to try to make up for past misses, but it’s going to be
One Year Later, Fed Formally Adopts Alexandria Ocasio-Cortez Approach To Employment
“I’ve been seeing lately that economists are increasingly worried that the idea of [the] Phillips
Jerome Powell’s Big Reveal: ‘Flexible Average Inflation Targeting’ Is Here
As expected, Jerome Powell used his address to this year’s virtual Jackson Hole symposium to
With Crucial Powell Speech On Deck, Consider This ‘Key Nuance’
For markets, the week ahead will likely be defined by what Jerome Powell says about
Fed Didn’t ‘Exacerbate Moral Hazard’ With Treasury Market ‘Intervention’, Fed Finds
By The New York Fed (via Liberty Street Economics) In response to disorderly market conditions
‘What’s Not There’
The problem with the July Fed minutes is “what’s not there”, one rates trader said
Fed Minutes Sketch Contours Of Inflation Framework Change, New Forward Guidance
If the Fed was hoping to stoke inflation expectations as part of a broader effort
