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US Jobs Market: Onwards & Upwards
We've contended all year that the labor market was normalizing from the unsustainable pace of hiring during the…
Fed
158 posts
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MARKET CALL: Powell's Latest Pirouette
Fed Chair Jerome Powell is an accomplished danseur. His pirouette's are masterful. He did another such pivot on…
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Sticky Landing For Inflation?
Today's CPI report suggests that inflation may be getting stuck north of the Fed's 2.0%…
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Powell's Mixed Message Remains Dovish
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today as widely expected. We expected…
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Powell Is Too Dovish
The monetary policy hawks may be coming home to roost at the Fed's November 6-7 meeting. September'…
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Market Call: Back To Higher For Longer?
Remember the "higher for longer" mantra about the outlook for the federal funds rate (FFR) during the spring?…
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Big Employment Increase Puts Recession Story to Bed
This morning's payroll employment report for September and upward revisions for July and August were much stronger than…
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Powell Declares Mission Accomplished
The Fed cut the federal funds rate (FFR) by 50bps today. This marks the end of the Fed’s monetary…
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The Economic Week Ahead: September 16-20
The main event this week is the FOMC meeting (Wed). The Fed is widely expected to cut the federal funds…
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CPI Triggered Stock Market Hissy Fit
This morning's CPI report showed inflation continues to moderate. Nevertheless, stock prices initially fell sharply on the news.…
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Market Call: Did Powell Just Pour Gasoline On Stock Market's Fire?
Fed Chair Jerome Powell's speech at Jackson Hole on Friday was unambiguously dovish, as we observed in that…
