Yellen
Labor Market Now Meets Fed Criteria to Start Rate Hikes
written by Michael Lewis on September 08, 2015
FMI’s commentary on the countdown to the September 16-17 FOMC meeting.
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.
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.
FMI Weekly Data Preview: June 15-19
written by Michael Lewis on June 12, 2015
FMI’s Preview of the coming week’s notable data releases.
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.
Healthy Jobs Gain Keeps Fed on Track for Rate Hike by Late Summer
written by Michael Lewis on May 08, 2015
FMI’s analysis of this morning’s April Employment reports.
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.
Never Mind: Yellen Backtracks on Sluggish Wage Concerns
written by Michael Lewis on April 03, 2015
FMI’s Commentary about Janet Yellen’s evolving view of wages and the fickleness of the data-dependent Fed.
