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Jonathan Wilmot
Mar 22, 20242 min read
What 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....
15 views
Alex Haseldine
Dec 5, 20221 min read
Not As Strong As It Seems
Following last week's robust employment report, the Fed Fund Futures curve barely budged Here are some reasons why
26 views
Jonathan Wilmot
Oct 13, 20221 min read
The Fed as Bean Counter
The Fed now has an explicit dual mandate (low inflation and full employment). What if we assumed that de facto it has always had a dual...
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Alex Haseldine
Oct 7, 20221 min read
The US Labour Market is Starting to Cool Down
The US labour market is still running hot, with very large numbers of quits and new hiring compared to normal. But the data suggests that...
12 views
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