Fed

Goldman Sachs trim 2025 Federal Reserve rate cut forecast, now expect 75bp (100 prior)

• Don't expect Trump higher rates

Fed's Barr will resign from banking supervision role in February but will stay as governor

• Some drama for Barr

Fed's Cook: It will be appropriate to cut to neutral over time

• Comments from Fed Governor Lisa Cook

Fed's Daly spoke on Sunday but had no pertinent remarks on the economy nor monetary policy

• Federal Reserve Bank of San Francisco President Mary Daly.

Fed's Kugler: Job not done on inflation

• Comments from Kugler on the weekend

Newsquawk Week Ahead: US NFP, FOMC Minutes, ISM Services PMI, China and EZ inflation

• Next week highlights include the December US and Canadian Jobs reports, Minutes from the December FOMC as well as the US ISM Services PMI. There will also be inflation reports from China, Europe, Australia, Switzerland, Sweden and Norway.

Fed Kugler: Economy ended 2024 in a good place. The economy is resilient

• Fed's Kugler on CNBC with Stephen Leeman

More from Fed's Barkin: Still perceive core inflation is coming down nicely

Atlanta Fed GDPNow growth estimate for Q4 2024 2.4% versus 2.6% on January 2

• Atlanta Fed GDP growth estimate for Q4

More from Fed's Barkin: US debt is large and growing and puts pressure on long rates

• More from Fed Richmond Fed Pres. Barkin

Fed Barkin: Baseline outlook for 2025 is postive, with more upside than downside risks

• Fed's Barkin speaking

Fed's Daly and Kugler are speaking on Saturday, January 4, 2025 - topic is monetary policy

• Federal Reserve speakers coming up over the weekend

Central bank speakers swing into action from Friday 03 January - Fed's Barkin

• Barkin speaking Friday US time

HSBC says the hawkish Fed pivot has triggered the "Danger Zone" across multiple assets

• I'm not sure that there isn't some cognitive dissonance on show here

Meet the Power Players of FOMC 2025: Their Next Moves Could Make or Break Your Portfolio

• The 2025 FOMC lineup brings fresh voices and shifting dynamics that could send some waves through the stock market. Investors who understand the hawkish-dovish split and anticipate the Fed’s next moves will be primed to seize opportunities and protect their portfolios from unexpected volatility.