FMI’s review of the Fed’s recent Discount Rate Meetings released this afternoon plus an overview of the Fed Balance Sheet as policymakers move toward a strategy to wind down their extreme portfolio.
FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.
FMI’s commentary on the outlook for further substantial increases in long rates
FMI's complete March 2017 Economic & Investment Outlook.
FMI’s assorted commentaries on Yellen’s congressional testimony, the minimum wage hike’s surprisingly modest impact, and the apparent lifting of the "Q1 curse."
FMI’s commentary on the prospects for dissent and consensus on the FOMC this year.
FMI’s analyses of today’s November CPI report and December Philadelphia Fed & NY Fed Empire Manufacturing Surveys as well as our review of the latest Weekly UI Claims and Rail Traffic results.
FMI’s review of the latest Weekly UI Claims & Rail Traffic results.