Members
December 2024 SEP Dot Projections
Our baseline projection is for the median rate dot at three 25 bp cuts in 2025. Our hawkish scenario puts the median member at two cuts for 2025.
Preston Mui
182 postsDecember 2024 FOMC Preview
Now that rate normalization is about to move into the next, slower phase, it is important that they do not predetermine the scale of normalization.
Fedspeak Monitor 12/8/24
A lot of Fedspeak this week, enough to firm up our view that there will be a cut in December, with a January pause.
Labor Market Recap November 2024: Tepid
The labor market is treading water at this point. It’s not drowning, but it’s unclear how long it can remain in this state.
The Importance of Commercial Site-Neutral Payments in Combating Healthcare Inflation
If policy is to have a significant impact on medical services inflation, and by extension aggregate inflation, it is not enough to only tackle costs in the public sector. Policy needs to ensure cost control in the private sector as well.
