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Thoughts From The Divide - Archive

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Posts tagged FOMC
The Fed and Evolving QT - April 30, 2019

Following Ex-Fed Kocherlakota's call for a rate cut, WSJ's Nick Timiraos details the economic conditions that would lead current FOMC members to consider cuts. Meanwhile, yet another recent Fed paper on reserves, this time in the context of a potential repo facility, indicates that, when it comes to the level of "ample reserves", they are just "guesstimating".

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Complicated Housing & Fed Preparation - April 23, 2019

The divergence in recent housing data both across price points and between new and existing housing imply complex dynamics going on under the surface. Also, while the Fed has cooed before, an ex-Fed president has gone as far as to say that the next move should be a rate cut.

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Fed Speak(s) - February 27, 2018

The Fed's Monetary Policy Report, released in conjunction with Jerome Powell's testimony, gave the usual boilerplate coverage of current inflation data, but offered a number of reasons as to why positive inflation momentum could continue. The Commerce Department released reports on steel and aluminum that President Trump may use to impose tariffs.

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