1+ day, 33+ min ago  (45+ words) Employ America You can see signs of hawkishness creeping into the Fedspeak. Goolsbee, Hammack and Musalem all expressed some openness to the idea of rate hikes this year. Strategies for the full employment of America's workers, resources, and capabilities....

1+ week, 5+ day ago  (64+ words) Employ America Supply-driven upside inflation risks were mounting even before the Hormuz shock. We traced 29 PCE goods categories through the domestic supply chain to produce a Supply-Chain Weighted PPI composite to better forecast goods inflation. The model suggests more upside…...

1+ mon, 3+ day ago  (316+ words) We expect the dots to move upwards, with most members that projected cuts in December taking a cut out of their projections. We see the median on the knife-edge, with half of the Committee projecting no cuts. Over the past…...

1+ mon, 2+ week ago  (417+ words) All in all, still a soft report. Methodological quirks explain some of the weakness but they only go so far. The Fed won't see this as a reason to cut imminently, but they'll be on guard. The -92k payroll print is…...

2+ mon, 3+ week ago  (203+ words) This has been one of the most telegraphed meetings in a while, as pretty much every FOMC member, from hawk to dove, has signaled their intent to hold rates for the near future, barring visible labor market stress. Meanwhile, inflation…...