Yellen
New ‘Ultimate’ Labor Indicators Offer More Noise than News
written by Michael Lewis on October 08, 2014
FMI’s commentary on the dueling Labor Market Conditions Indices released this week by the Federal Reserve and the Kansas City Fed.
FMI September 2014 Economic and Investment Outlook
written by Michael Lewis on September 08, 2014
FMI's complete September 2014 Economic & Investment Outlook.
FMI Weekly Data Preview: September 15-19
written by Michael Lewis on September 12, 2014
FMI’s Preview of the coming week’s major data reports.
Yellen Refines Exit Strategy, ‘Go’ Date Still Data Dependent
written by Michael Lewis on September 17, 2014
Yellen Refines Exit Strategy, ‘Go’ Date Still Data Dependent
Fed Hawks (Bank Presidents) Likely to Be Increasingly Vocal
written by Michael Lewis on September 25, 2014
FMI’s commentary on current and probable future dissents at the FOMC.
Economy Now Looks ‘Normal’; Fed Policy Is the Outlier
written by Michael Lewis on August 27, 2014
FMI’s commentary on the increasingly normal-looking economy and still-wildly abnormal Fed policy.
FOMC Minutes Show Fed Hawks Getting More Restive
written by Michael Lewis on August 20, 2014
FMI's commentary about the economic sweet spot and about the disturbing parallels between Yellen’s intended course and the disastrous, bubbly Greenspan policy.
Fed ‘Macroprudential Policy’ No Substitute for Proper Rates
written by Michael Lewis on August 11, 2014
FMI’s commentary on the Fed’s new emphasis on regulatory policy.
Deja vu: Yellen Out to Repeat Greenspan's Disastrous Policy
written by Michael Lewis on August 15, 2014
FMI’s commentary on ominous historical parallels to Yellen’s intended policy course.
