Fed

Fed's Bostic speaking at the top of the hour

• Atlanta Fed Pres. Bostic will be speaking at 10 AM ET

Fed's Daly: I'm not seeing evidence of mass job replacement by AI

• Comments from the Fed policymaker, Mary Daly to Axios

Federal Reserve speakers Tuesday include Bostic, Bowman, Miran, Kashkari

• Federal Reserve Board Governor Stephen Miran will be speaking twice

Morgan Stanley: US inflation fears lowest since early 2022, but watch for tariff pressure

• Morgan Stanley’s latest survey shows inflation concerns among U.S. consumers at their lowest since early 2022, with confidence improving modestly. However, the bank cautioned that tariffs and renewed corporate pricing power could yet bring inflation pressures back.

Fed's Schmid: Businesses are trying to delay hiring to get through the current situation

• Schmid trying to explain the 'pause' in the US labor market

Fed's Schmid says the Fed's balance sheet probably end this year close to US$6tln

• What could possibly go wrong?

Fed's Schmid says inflation too high, worrying that price rises becoming more widespread

• Not dovish from Schmid

Kansas City Fed President Schmid speaks on economic outlook, monetary policy on Monday

Newsquawk Week Ahead: FOMC and ECB mins, RBNZ, Canada jobs, OPEC+, Japan LDP election

• Next week highlights include the minutes from the FOMC and ECB meetings, the RBNZ rate decision, and the Canadian labour market report. Over the weekend, the Japan LDP Leadership election and OPEC+ meeting will take focus.

Fed's Miran: Policy has become much more restrictive this year

• Fed's Miran added to earlier comments

Fed's Jefferson: Expect disinflation to resume next year

• Comments from the Fed Vice Chair

Fed's Logan: Risks that tariffs effects are more prolonged

• Comments from the Cleveland Fed President

US September final global services PMI 54.2 vs 53.9 prelim

• Comments from Fed Governor Miran

Fed's Miran: I am expecting significant disinflation to services inflation

• Miran on Bloomberg TV

Bank of America now sees the Fed cutting in October

• ...they also see the Yankees beating the Red Sox