FOMC
With an updated Summary of Economic Projections, the Fed sees growth slowing and inflation increasing
Just ahead of the FOMC’s decision, Mohamed El-Erian discussed the Fed’s interest rate narrative on the DAS main stage
Key takeaways from the Forward Guidance podcast featuring Damped Spring CEO Andy Constan
January’s FOMC minutes shed light on what the Fed thinks about its bank reserves and its ongoing campaign of QT
Looking at data points that hint at a labor market that continues to remain in balance
The unemployment rate has “stabilized” and the labor market is “solid,” officials said
Trump revoked his 25% tariff threat after Colombia agreed to terms related to accepting newly deported immigrants
One key driver behind talk of a swift end to this cutting cycle is around surprisingly stubborn inflation
After getting snubbed by a Santa rally at the end of December, Wall Street may be due for a bump in January
Going into an FOMC meeting, a constellation of factors come together to affect the event’s price outcome
We’re still a few days out from the “Santa rally window,” but a breakout in equities and crypto could be imminent
Analysts are anticipating November’s annual CPI figure to come in at 2.7%, a moderate uptick from October
There’s a lot of confusion as to why the Fed might still be cutting rates despite what looks to be an economy doing pretty well
Something very interesting showed up in the FOMC November meeting minutes this week
Inflation is higher than it was in 2016, and the Fed is just at the beginning of its rate-cutting cycle
With respect to today’s FOMC meeting, Powell needs to carefully consider where he wants to attempt guiding yields
Fed funds futures markets were pricing in a 99.2% likelihood that the committee announces a 25bps cut tomorrow
It’s crucial to look at the broad economy and not just the overnight rate that the Fed talks about
Despite short-term boost, Bybit executive warns investors of “potential challenges posed by economic uncertainty and market fluctuations”