Created by CuratorMaster
Track Federal Reserve announcements, FOMC meetings, interest rate decisions, and economic indicators that move markets.
Explore the latest content tracked by Follow the Fed
Essential dataset with textual data from Federal Reserve FOMC meeting statements and minutes, organized by Date column for each meeting – perfect for spotting rates and policy shifts in language over time.
Key Warsh updates:
The Fed's private meetings reveal a focus on managing expectations for sovereign debt expansion, not neutral stability.
Key critiques:
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MUFG economist George Goncalves and team remain dovish outliers, expecting Fed easing this year after trimming to 50 bps from 75 bps—holdouts against the tide.
Middle East tensions dent peace hopes:
Geo-risks tilting longer-term Fed path—watch inflation data.
Tech resilience trumps headwinds—key for Fed watchers.
April CPI out today, set to rise further from high oil prices pressuring the Fed. Amid Iran war tensions, forecasts show +0.6% MoM and 3.7% YoY – largest gain since September 2023.
Hawkish signal from St. Louis Fed President Alberto Musalem: Inflation now a bigger concern than the job market, with rates possibly held for 'some time'. Labor resilience supports higher-for-longer stance.
CEOs' one-year inflation expectations jumped to 3.7% in April from 3.1% in January, aligning with NY Fed gauges around 3%. This reinforces the sticky inflation narrative Fed watchers need to monitor for rate decisions.
FOMC's closed-door power over everyday rates:
Resilient surface, softening underbelly in April jobs data:
Stanford GSB professor Seru links Fed's overplayed lender-of-last-resort role to erosion of its independence, questioning if bank supervision should continue amid built-in bailout expectations.
Markets celebrate April's +115k jobs and steady 4.3% unemployment, pushing S&P 500 past 7,400 and Nasdaq to highs.
Investor frenzy builds ahead of today's Core CPI report, with markets eyeing Fed rate cut hopes.