Federal Reserve
18 Threads
One of the factors behind the repeated US monetary policy missteps on #inflation is the insularity trap that often hinders policy thinking during a period of economic transition …...
Cleveland Fed researchers analyze the FOMC's most recent economic projections. Their model projects the FOMC's unemployment rate path brings core PCE inflation to 2.75% by 2025 "A...
The Federal Reserve has initiated the ultimate rug pull, but trillions in excess liquidity has stemmed any major turmoil. Yet eventually, the Fed will not only need to intervene bu...
Fed pivot my a*s. Let's look at the US labor market report and its implications for the Fed and markets. A thread. 1/
Big miss in job openings. JOLTS are a very volatile and unreliable measure of the state of the labor market, but J-Pow referred to the ratio of US job openings per unemployed pers...
🧵 on FED's policy, - US Fed increased rates by 0.75% on expected lines - Will also keep reducing the balance sheet on expected lines BUT - Equity, Yields & DXY all showed risk off...
The FOMC is the primary monetary policy decision making body within the federal reserve. How do these 12 unelected people reach decisions on monetary policy that affects billions...
Macro Overview from a former senior trader at the Federal Reserve. We studied Joseph Wang (@fedguy12) to learn what may be next for financial markets and monetary policy. An insi...
Powell hikes 75 basis point and yet Nasdaq & Bitcoin are going to the moon. What the heck? While I disagree with the unfolding market narrative here, let me try to explain why we...
Lyn Alden on the Global Energy Crisis, the US Dollar Wrecking Ball and the Fed Pivot. @LynAldenContact summarizes major macro themes and how the Fed may respond and impact the eco...
“There’s a clock running here.” To understand why the Fed is sounding so hawkish when some analysts think inflation is finally cresting, it helps to understand how fundamental inf...
How did the Fed fall behind the curve last year? We interviewed current and former Fed officials and outside analysts and came up with four mistakes. Each compounded on the oth...
I spoke with Chris Wood of Jefferies post US inflation data. 20 min chat on markets. (Link - https://t.co/El8K1GOw2E) TOP 25 takeaways, 1. Double whammy of higher rates & b/s ti...
A very dovish Powell, but he is making a communication mistake here. A thread on the Fed! 1/13
Fed Chairman Jerome Powell's Inflation Comments Compared to Inflation Rate ... Thread 🧵 https://t.co/A7Fzzma8ay
1/ "Corporate greed" is a story that will grow louder as the inflationary depression unfolds, along with demands for price controls (which will make shortages worse). https://t.c...
Tomorrow’s Federal Reserve meeting might be the single most critical event in determining the future of the economy. Here’s a breakdown of why it’s so important (and why you shoul...
1/469 The has been a very fundamental shift at the Federal Reserve. The Fed has flipped decidedly hawkish. Their main worry is not employment, it is inflation. And to fight infla...