Weekly Update 2/2/18
The January FOMC statement did not have any effect on our conviction in a March hike or our call that therewill be four hikes this year (see our commentary). It was fully consistent with our view that four hikes are
much more likely than two and that the Committee consensus is for three or four hikes, moving toward a
consensus for four. As a consequence of the strong January employment report, particularly with respect to
wage inflation, market expectations....
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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