Paid-members
May FOMC Preview (Update)
Last week's data leaves our take on the FOMC meeting unchanged. There are updated charts and tables with labor market and inflation data from the previous week.
Fedspeak
87 postsMay FOMC Preview
The Fed is in a very difficult position. They are dealing with an economy that is facing both a negative growth shock and an inflationary shock at the same time, and are equipped only with the blunt tool of monetary policy.
Members
Fedspeak Monitor 4/21/25
The Fedspeak this week is still: wait and see, and we care most about keeping inflation under control.
Members
Fedspeak Monitor 4/14/25: Inflation is Still "Job Number One"
The Committee is still super worried about long-term inflation expectations, and everyone from Goolsbee to Kashkari say that keeping those down is the highest priority.
Members
Fedspeak Monitor 4/6/25: No Clarity Post-Liberation Day
Despite the tariff announcement, Fedspeak is nearly indistinguishable from last week.
