Fed

Waller Q&A: Average inflation target framework "blew up" very quickly

• Comments from Waller

Fed's Waller speech: 'I lean towards supporting a cut in December'

• Comments from Waller in a speech titled "Building a Better Fed Framework"

Fed's Bostic: Not going into December meeting with the sense that outcome preordained

• Comments from the Atlanta Fed President

Deutsche Bank flags rising risks to December Fed rate cut, signals extended policy pause

Q1 2025 outlook: inflation pressures will rise, Fed likely to stop cutting rates earlier

• S&P Global Ratings have published their outlook for the first quarter of 2025

Deutsche Bank base case is now for a higher Fed terminal rate than previously expected

• Cite stronger US growth and higher inflation

With all the focus on Bessent, are we underestimating Kevin Warsh?

• Warsh looks to be on the fast track to Fed chair

A look at the Fed minutes by separating references to groups of "participants".

FOMC Minutes: Many said uncertainty over neutral rate made it appropriate to move slowly

• Comments in the FOMC Minutes

FOMC Minutes coming up at the top of the hour

• What will be in the Minutes?

Richmond Fed composite index for November -14 versus -10 estimate

• Richmond Fed composite index for November 2024

Fed's Kashkari hasn't given up hope on a December FOMC interest rate cut

• Reasonable to consider a cut

Goldman Sachs says Trump tariff escalation will delay inflation falling to target

• Sticks a question mark over further Federal Reserve rate cuts I guess

Fed's Goolsbee: Interest rates will be lower by the end of 2025

• Goolsbee on Fox Business

Goldman Sachs on 2025: When the Fed cuts, bond market where investors should want to be

• Goldman Sachs Asset Management 2025 Outlook