FOMC
Yellen Refines Exit Strategy, ‘Go’ Date Still Data Dependent
Yellen Refines Exit Strategy, ‘Go’ Date Still Data Dependent
Data Round-Up: Claims, Regional Surveys Point to Further Economic Improvement
FMI’s reviews of today’s September Philadelphia Fed Regional Manufacturing survey, the latest Weekly UI Claims & Rail Traffic data and August Housing Starts results.
Fed Hawks (Bank Presidents) Likely to Be Increasingly Vocal
FMI’s commentary on current and probable future dissents at the FOMC.
Economy Now Looks ‘Normal’; Fed Policy Is the Outlier
FMI’s commentary on the increasingly normal-looking economy and still-wildly abnormal Fed policy.
FOMC Minutes Show Fed Hawks Getting More Restive
FMI's commentary about the economic sweet spot and about the disturbing parallels between Yellen’s intended course and the disastrous, bubbly Greenspan policy.
FMI Weekly Data Preview: August 18-22
FMI’s Preview of this week’s major data reports. The week began well with this morning National Association of Home Builders sentiment index which rose +2 points to 55 in August, its third straight monthly gain the best level since January.
Fed ‘Macroprudential Policy’ No Substitute for Proper Rates
FMI’s commentary on the Fed’s new emphasis on regulatory policy.