Yellen
Fed Is Ready for June Rate Hike; Economy Likely Will Be Too
written by Michael Lewis on March 20, 2015
FMI’s Commentary addressing questions raised in the wake of this week’s FOMC meeting.
FOMC Forecasts Turn More Dovish, But Rhetoric Stays Hawkish
written by Michael Lewis on March 18, 2015
FMI’s commentary on today’s FOMC post-meeting statement and Yellen news conference.
Yellen Stays on Course for Mid-Year Rate Hikes
written by Michael Lewis on February 24, 2015
FMI’s commentary on Janet Yellen’s Congressional testimony today.
Data Round-Up: Home Price Trend, Services Indices Look Upbeat
written by Michael Lewis on February 24, 2015
FMI’s notes on this morning’s December S&P/Case-Shiller Home Prices data, February Conference Board Consumer Confidence Poll, and February Fed Bank Regional Services Surveys (from Philadelphia, Richmond and Dallas as well as the Richmond’s manufacturing survey).
Markets Are Underestimating Fed Resolve to Raise Rates
written by Michael Lewis on February 20, 2015
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
written by Michael Lewis on February 18, 2015
FMI’s commentary on the January FOMC minutes released this afternoon.
The Economic and Investment Outlook-the Case for Mid-2015 Rate Hikes
written by Michael Lewis on January 30, 2015
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
written by Michael Lewis on January 28, 2015
FMI’s commentary on today’s FOMC post-meeting statement.
FOMC Now ‘Patient’ -- 1st Rate Hike Still Likely Mid-2015
written by Michael Lewis on December 17, 2014
FMI’s commentary on today’s FOMC post-meeting statement, updated quarterly forecasts and Yellen news conference..
FMI Weekly Data Preview: December 15-19
written by Michael Lewis on December 12, 2014
FMI’s Preview of the coming week’s data releases. The highlight of the week will be the FOMC statement on Wednesday, which will be accompanied by the members’ updated quarterly forecast and by Yellen’s news conference.
