Jonathan WilmotMar 222 minStrategy & Economics PostsWhat is the Fed Saying? After Wednesday's FOMC meeting, the Fed signaled that they expect to make 3 rate cuts by the end of this year, and another 3 next year....
Alex HaseldineDec 5, 20221 minStrategy & Economics PostsNot As Strong As It SeemsFollowing last week's robust employment report, the Fed Fund Futures curve barely budged Here are some reasons why
Jonathan WilmotOct 13, 20221 minStrategy & Economics PostsThe Fed as Bean CounterThe Fed now has an explicit dual mandate (low inflation and full employment). What if we assumed that de facto it has always had a dual...
Alex HaseldineOct 7, 20221 minStrategy & Economics PostsThe US Labour Market is Starting to Cool DownThe US labour market is still running hot, with very large numbers of quits and new hiring compared to normal. But the data suggests that...