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Economy
Speech by Governor Bowman on the Federal Reserve’s balance sheet as a monetary policy tool
I would like to thank the Bank of Japan and Governor Ueda for organizing…
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Stocks Week Ahead: Key Inflation Data to Decide Market’s Next Move – What to Watch
It will be a holiday-shortened trading week, with markets in the US Closed today for Memorial Day. We had some typical holiday-like price…
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How Biden’s New Tariffs on China Could Impact the US Auto Industry
The Biden administration announced significant tariff increases on China last week, targeting roughly $18 billion in strategic…
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Why Are Big Banks Pressuring the Fed to Ease Capital Requirements?
Last week, the Wall Street Journal reported that the Fed and two other U.S. banking regulators are going to significantly reduce a…
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The Risk of Recession Isn’t Zero as the Market Seems to Think
As we discussed recently, Wall Street economists increasingly believe the risk of recession has fallen sharply. To wit:
“Economists don’t…
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Fed Funds Futures Market Starts to Flirt With Rate Hike Possibility
The monetary policy outlook has been uncertain, but primarily in terms of the timing of the first rate cut. But that’s starting to change…
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Speech by Governor Waller on some thoughts on r*
Thank you for the invitation to be here and speak to you today.1
I want…
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A Potential Hard Landing Has Become a Concern Again as Fed Weighs Options
As the U.S. economy continues to navigate a complex landscape with persistent inflation and a stock market setting new highs, the Federal…
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Recovering Rates Hinder Larger Stock Market Rally: What to Keep an Eye on Today
The finished the day flat yesterday as markets braced for Nvidia (NASDAQ:) earnings on Wednesday afternoon. 'Braced' may be an…
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Economy Still on Track for Modest Pickup in Growth for Q2
US economic activity is expected to post a modestly firmer increase in the second quarter, based on the median estimate for a set of…
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