Fed Policy

This iteration of the monitor also contains our updated view of where each member's dots are.

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of how inflation components and themes are performing relative to what transpires when inflation is running at 2%. Most of the Personal Consumption

What steps should the Fed take to preserve the hard-earned recovery in the labor market? We present a path for the Fed in 2024.

Waller effectively put the nail in the coffin of further rate hikes with his comments this week.

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of how inflation components and themes are performing relative to what transpires when inflation is running at 2%. Most of the Personal Consumption