Monetary Policy
Presidential Election Will Not Deter Fed from Hiking Rates
written by Michael Lewis on September 10, 2015
FMI’s commentary on the myth of Fed ‘time-outs’ during election years.
Labor Trends Support Decision to Start Rate Hikes -- Soon
written by Michael Lewis on July 10, 2015
Mike Lewis' Commentary on labor market trends and what is likely to be a sooner-than-later Fed decision to start rate hikes.
Five Observations for the New FOMC Era
written by Michael Lewis on June 02, 2015
FMI’s Commentary on the FOMC as it enters its new data-dependent era.
Stock Market ‘Correction’ Should Not Stop Rate Hikes
written by Michael Lewis on May 15, 2015
FMI’s Friday Commentary on Yellen’s not-at-all-dovish view of the stock market.
TOE Alert: The Cost of the Weak Yen: 5% of Gross Domestic Income
written by Richard Katz on May 05, 2015
The 30% depreciation of the yen could be lowering Japan’s standard of living by as much as 4-5%, according to the GDP figures,
Forward Guidance Now Gone; FOMC to Start Rate Hikes 'When Appropriate'
written by Michael Lewis on April 29, 2015
FMI’s commentary on today’s FOMC post-meeting statement.
FMI Weekly Data Preview: April 27-May 1
written by Michael Lewis on April 27, 2015
FMI’s Preview of this week’s major data releases.
The Case for Lowering the Fed's Inflation Target
written by Michael Lewis on April 24, 2015
FMI’s Commentary on proposals to raise the Fed’s official +2% inflation target.
On What Data Will the Data-Dependent FOMC Depend?
written by Michael Lewis on April 17, 2015
FMI’s Commentary on what “data dependence” will mean for the Fed.
One Soft Jobs Report Will Not Derail Fed’s Rate-Hike Plans
written by Michael Lewis on April 08, 2015
FMI’s Commentary on the impact, or lack thereof, of the weak March employment report on the timing of the first funds target rate hike and on takeaways from the Minutes of the March FOMC meeting released this afternoon.
