Jonathan WilmotApr 112 minStrategy & Economics PostsA Window Open in July?US data on growth and inflation is not following the rate cut script...
Jonathan WilmotMar 222 minStrategy & Economics PostsWhat is the Fed Saying? After Wednesday's FOMC meeting, the Fed signaled that they expect to make 3 rate cuts by the end of this year, and another 3 next year....
Alex HaseldineMar 11 minStrategy & Economics PostsThe Other TargetIn August 2020, the Fed officially adopted the 'Average Inflation Target'. Here's an update on the Price Level Target...
Alex HaseldineMar 11 minStrategy & Economics PostsShould They or Shouldn't They?Looking at core inflation less shelter, you could say that we have reached a growth rate that is consistent with the Fed's target of 2%....