Fed

FOMC minutes reveal growing inflation concerns and cautious stance

• Like anyone cares about these Minutes right now

More from Fed's Barkin. Watching consumers most closely as are biggest part of economy

• More from Richmond Fed Pres. Barkin

Atlanta Fed GDPNow growth estimate for Q2 -2.4% versus -2.8%. Gold adjusted -0.3%

Fed's Barkin: Tariff price hikes could begin by June

• Comments from Barkin in an interview with Axios

Fed's Musalem sees growth this year materially below 2% trend

• Comments from the St. Louis Fed President

Fed's Kashkari: The bar is higher for cutting rates due to tariffs

• Kashkari more hawkish

Wall Street Journal's Timiraos on the Federal Reserve: “They are in a no-win situation”

• Inflation to rise, growth to slow, rising bond yields

ex-JPMorgan’s Kolanovic: Market turmoil unprecedented, Fed response unusually muted

Fed's Daly: We have time to tread slowly and carefully on policy

• Daly says policy is modestly restrictive

Fed's Goolsbee on 'almost unprecedented situation' - anxiety - warns of high inflation

• Goolsbee spekaing in an interview

Gundlach says “no way” tariffs delay is going to happen, Trump will keep this going

• Doubline's Capital's Gundlach

Fed's Kugler: Inflation expectations have moved up, mostly short-term expectations

• Comments from Kugler

Traders move to price in five Fed rate cuts for the year now

• The odds of a May rate cut have moved up to ~61%

Goldman Sachs see up to 200bp of Federal Reserve interest over year ahead - here's how

• GS' weighted forecast now calls for a total of 130 basis points in Fed rate cuts for 2025—up from 105 basis points previously.

Newsquawk Week Ahead: US & China CPI, FOMC Minutes, RBNZ, US Earnings Season, UK GDP

• Next week focus lies on inflation reports from the US and China, while the FOMC minutes will also be eyed, as will the RBNZ rate decision. UK GDP and Japanese Cash earnings will also be key. Meanwhile, the start of the Q1 25 earnings season begins.