Warsh’s repeated focus on the issue could shape the Fed’s policy approach going forward, wrote Wells Fargo Chief Economist ...
The prospect of a Fed chair determined to shrink asset holdings may not be the risk-off moment for the market that it appears ...
The Federal Reserve is a full employment act for economists, both inside the central bank and outside of it. Please keep this in mind amid all the debates about what the Fed will do, how independent ...
Speaking on the All-In Podcast for a year-end economic review, Bessent outlined a sharp pivot from the monetary policies of the last 15 years. He argued that the Fed's “gain of function” experiments ...
December inflation came in this morning at 2.7%. So the trend of "just right" data coming out of the BLS continues, which supports the path of lower rates. The Fed made a third consecutive rate cut ...
Rick Rieder emerges as the leading Fed contender, raising the prospect of faster rate cuts, a more market-driven policy approach and new balance-sheet tools.
At the same time, Warsh could argue that by tightening financial conditions, a smaller balance sheet would grant his Fed room ...
Powell’s remarks have been widely misinterpreted as a return to QE - the Fed is not buying Treasuries from the public. No deposits are being created for households, no cash is entering the economy ...