Weekly Update 2/12/18:
The big developments last week were ongoing volatility in equity markets and the passage of bipartisanbudget legislation late in the week that will massively increase discretionary spending in fiscal years 2018
and 2019 above previously-established caps, by a total of about $300 billion, and also includes another
roughly $100 billion in spending primarily related to hurricane and wildfire relief. Consistent with our view,
policymakers who commented on the volatility in equity markets stressed that the impact of changes in overall
financial conditions on the economic outlook, rather than the magnitude of daily swings in markets, is what
would matter for monetary policy. They expressed ......
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.
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