Lending Slowdown Suggests Rate Hike Pause
Posted May 26, 2023
Fed Chairman Powell has said that the recent turmoil in the banking sector is likely to cause bank lending to slow; and that slower bank
Tag Archives: FOMC
Banking Crisis, Recession May Drive Stocks Higher
Posted March 27, 2023
Since the previous Macro Watch video on March 15th, the Systemic Banking Crisis of 2023 has spread and forced an abrupt adjustment to Monetary Policy.
Higher Interest Rates Will Destroy Wealth
Posted March 10, 2023
Fed Chairman Jerome Powell’s remarks before the Senate on March 7th were very hawkish and suggest the Fed will raise the Federal Funds Rate significantly
Inflation Is Down, But The Fed’s Not Finished
Posted February 3, 2023
On February 1st, the Fed hiked the Federal Funds Rate by 25-basis points to a range between 4.5% and 4.75%. During the press conference following
Creditism In Crisis?
Posted October 16, 2022
Another set of very bad Inflation numbers was released on Thursday. The headline CPI index was up 8.2% from one year ago, little changed from the
Watch Out: Something Is Going To Break!
Posted September 28, 2022
Last week, the Fed shocked investors when it released new projections showing that it now expects to increase interest rates significantly more than it had
FEAR THE FED
Posted March 13, 2022
Inflation is soaring. Now Russia’s war on Ukraine means that Inflation will remain high for much longer than would have been the case otherwise. Consequently, the
Aggressive Fed Tightening May Sink Markets
Posted January 20, 2022
The Fed is accelerating its pace of Monetary Policy tightening much more aggressively than financial markets had anticipated. Over the last few months, we have learned that
Slowing Inflation Won’t Stop Fed Tapering
Posted September 18, 2021
Inflation in the United States slowed sharply during August. The Core Consumer Price Index (Core CPI) rose 0.1% month-on-month in August. That was down from 0.9%
Peak Growth = Peak Inflation?
Posted June 24, 2021
The message from the Fed’s June 16th FOMC meeting was slightly more hawkish than the market had expected. It indicated that the first rate hike may
Trillions At Stake In Upcoming FOMC
Posted September 11, 2020
A lot is riding on the Fed’s FOMC meeting next week. One misstep could send asset prices crashing. The new Macro Watch video discusses the factors
Recession or Depression?
Posted March 15, 2020
The United States economy will almost certainly fall into Recession this year because of the Coronavirus. The outcome, however, could be very much worse than that.