Federal Reserve

A light week of Fedspeak. We heard from Powell this week, who dodged a question about a July cut.

This is the final post in our multi-part series on the Fed's 2025 framework review and strategy for dealing with supply shocks. Part 1 discusses how the Fed can deal with tariff inflation risks, Part 2 discusses the implications of recent productivity dynamics, Part 3 discusses the Fed&

An eventful week of Fedspeak changes many of our views of where Committee members are.

In the days after the FOMC press conference, we have a couple of speakers talking about the possibility that they may need to move to protect the labor market.

Note: Subscribers to MacroSuite will receive our FOMC preview a week early, at the beginning of the blackout period before each FOMC meeting. What To Expect: The Fed has signaled a hold on interest rates not just in June, but throughout the summer. With risks to the inflation trajectory on

It’s just a waiting game for the inflation data to show the effect of tariffs or the labor market starts to show signs of breaking.

A light week of Fedspeak, but a few notable pieces from some of the Committee.

There's still a lot of speculation around the effects of tariffs in this week's Fedspeak, but they're still waiting for the data. The uncertainty around other policies is also encouraging them to stay noncommital on rate movements.