paid
Fed
127 posts
paid
paid
Hawks Fly Higher For Longer Than Doves
It's official: Fed Chair Jerome Powell confirmed today that he and his colleagues aren't convinced that…
paid
The Last Mile
Will the Fed start raising the federal funds rate again? We expect to be hearing this question more often following…
paid
Loose Fed Lips Sink Stocks
We are in the same camp as Federal Reserve Bank of Minneapolis President Neel Kashkari. On March 6, he said,…
paid
Market Call: Fed Choir All On Same Page
Fed Chair Jerome Powell spoke on Friday at an event at the San Francisco Fed. He repeated what other Fed…
paid
'There's Still No Rush'
So said Federal Reserve Governor Christopher Waller this evening at the Economic Club of New York in a speech titled…
paid
Market Call: The Fed Put Is Back
Last week, the FOMC released its latest quarterly Summary of Economic Projections (SEP) for March. Compared to December's…
public
Powell & Co. Remain Dovish
Powell & Co. were more dovish today than we (and stock investors) expected. The FOMC's Summary of Economic…
paid
Market Call: Nvidia's Lovefest Versus Powell's (Perhaps Depressing) Presser
Nvidia's three-day AI lovefest for developers starts Monday afternoon in San Jose, California. The FOMC meets Tuesday and…
paid
New Risk: Powell Stoking Risk-On Trades
Fed Chair Jerome Powell's dovish congressional testimony yesterday and today stoked the hot trades in the financial markets…
public
We Have Nothing To Fear But Nothing To Fear
Fed Chair Jerome Powell was very reassuring during his congressional testimony today. He said the economy is fine, inflation is…
paid
Higher For Longer
We've been in the higher-for-longer camp regarding the outlook for the federal funds rate (FFR) since the end…
