Fed Minutes are out and there are a bunch of hawkish headlines which really shouldn’t be that surprising given I have continued to suggest that Powell doesn’t speak for the entirety of the committee when he gets up there.  Given that I think...

The Fed’s Beige Book just came out and the summary statement was “economic activity continued to expand” for the period of April 8th to May 20th. Compare that to summary line from the November 29th, 2023 release which covered the period...

In this short clip from Macro EDGE Roundup recorded on 06/18/2024 (available to EDGE members), Samantha LaDuc and Craig Shapiro discuss the potential causes and implications of a yield on the 10-year treasury bond falling and remaining below 4.2%. ...

Fed speak starts up again today as we will get an update from members of the committee on their thoughts about current monetary policy amidst the recent data for April post their meeting earlier this week. We will learn where Powell stands vs. the rest of...

View the 1 images of this gallery on the original article Source: Bloomberg Chart of the Day – Grams of Gold in 1 barrel of Oil. We have now pushed lower through the 1g of gold for 1bbl of oil level, which is pretty rare by historical standards....

Way too much ink has already been spilled about the QRA this week. The fact that such a focus has been played on it suggests that the Overton Window on US government debt growth sustainability is becoming more top of mind for investors and is...

View the 1 images of this gallery on the original article Source: https://www.newyorkfed.org/microeconomics/sce/housing%20.html#/housing_prices_31 At a Glance: Findings from the 2024 SCE Housing Survey (Fielded in February) Households expect home price...

View the 1 images of this gallery on the original article Source: Bloomberg The University of Michigan monthly sentiment survey shows that consumers expect much higher inflation for a long period of time.  The mean expectation for Inflation 5-10 years...

In this episode of Macro-To-Micro Power Hour from 05/01/24, Samantha LaDuc and Craig Shapiro discuss the dynamic financial market landscape, particularly focusing on recent and upcoming economic events such as the QRA quarterly refunding announcement...

In this episode of Macro-To-Micro Power Hour from 05/30/24, Samantha LaDuc and Craig Shapiro address the complexities of the current economic climate, including observations of stagflation and significant treasury supply. They provide insights on...