FOMC Chatter
Since the May FOMC meeting, we adjusted our funds rate call, removing a hike in 2019 based on ourexpectation that the FOMC is likely to pause once the funds rate reaches its estimated neutral level, in mid2019.
This change was informed in part by policymakers’ public remarks, which indicated that they are likely
to approach further rate hikes much more cautiously once at neutral, and not by any change in the economic
outlook, which remains very strong. Trade remained a major issue dominating discussions of the economic
outlook, but it remains largely a downside risk to the forecast, and to this point was not seen as hurting the
baseline forecast. A resurgence of concern about the future of the euro area, this time regarding Italy, also
entered as a risk factor....
Led by former Federal Reserve Board Governor, Larry Meyer, Monetary Policy Analytics is an independent research firm focused on the macro economy, FOMC policy and interest rates. Our research is used by some of the world's largest hedge funds, fixed income asset managers, pension fund managers, currency desks, insurance companies and money center banks. The written commentary is outlined below:
Macro Views - A thematic presentation of Monetary Policy Analytic’s U.S. forecast that links our forecast of the key macro variables to monetary policy actions and market developments.
FOMC Briefing & Statement Comments - Timely, comprehensive commentaries interpreting and analyzing the implications of all FOMC communications.
Rates - Analysis and projections of the Fed's balance sheet, term premium, R* and their affects on the broader fixed income markets.
Weekly Update - Each week we publish an update based on incoming data.
In addition to the above, our clients may receive direct access to Larry Meyer and our team of Senior Economists and Senior Advisers via phone, email, conference call and in-person meetings.
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