Monetary Policy

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The Economic and Investment Outlook March 2015

FMI's complete March 2015 Economic & Investment Outlook

Yellen Stays on Course for Mid-Year Rate Hikes

FMI’s commentary on Janet Yellen’s Congressional testimony today.

Markets Are Underestimating Fed Resolve to Raise Rates

FMI’s commentary on gap between the FOMC “dot plot” and fed futures expectations for the funds target rate.

Fed Minutes: Yellen Still Headed for Mid-2015 Rate Hike

FMI’s commentary on the January FOMC minutes released this afternoon.

FMI Weekly Data Preview: February 16-20

FMI’s Preview of the mostly second-tier data releases in this holiday-shortened week.

The Economic and Investment Outlook-the Case for Mid-2015 Rate Hikes

FMI analyzes the high probability of the Fed's intent to normalize the monetary policy in June this year.

FOMC Stays on Course for Mid-Year Rate Hike

FMI’s commentary on today’s FOMC post-meeting statement.

TOE Alert: BOJ Sends up Grey Flag in Revising Downward Its Inflation Forecast

Richard reports that the Bank of Japan Governor has raised the grey flag for achieving the 2% inflation target in two years.

TOE Alert: Cabinet Office Admits BOJ won't Make 2% Inflation Goal in FY 2015

The Bank of Japan (BOJ) is pulling out all the stops in order to make good on its promise of achieving 2% inflation toward the latter half of fiscal 2015 (which ends April 2016).

Kuroda’s “Hail Mary” pass

In the face of a growing loss of faith in the Bank of Japan’s ability to either achieve its 2% inflation target in the foreseeable future or to help boost real growth—and even snarky passages in the press about BOJ Governor Haruhiko Kuroda “stealthily extending the deadline for exiting deflation”—Kuroda threw a “Hail Mary” pass.