Posts filed under “Federal Reserve”

Yellen’s Yelling

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San Francisco Federal Reserve President Janet Yellen gave a speech in Idaho yesterday. You can read it at the San Francisco Federal Reserve site.

I prefer Doug Kass’ overview of Yellen’s speech:

1. Inflation most likely to move gradually lower.
2. Pause
prudent to allow for lags.
3. Less sanguine about labor costs than
month ago.
4. Must have bias towards further rate hikes.

5. Inflation remains uncomforably high.
6. Energy, low
savings also risks to growth.
7. Inflation may slow faster than
expected.
8. Cooling housing may damp consumer spending.
9. 
Need slowdown in growth underway.
10. Credibility requires we act
when necessary.

Category: Economy, Federal Reserve, Inflation

The Fed is Wrong on Core Inflation

Category: Federal Reserve, Inflation

Is a Housing Crisis Approaching?

Category: Consumer Spending, Economy, Federal Reserve, Real Estate

The Fed on Productivity & Inflation

Category: Economy, Employment, Federal Reserve, Inflation

Does the Bond Market Have it All Wrong?

Category: Data Analysis, Federal Reserve, Inflation, Markets

Balancing the Factors Impacting a Rally

Category: Economy, Federal Reserve, Markets, Psychology, Technical Analysis, Trading

House of Pain

Category: Consumer Spending, Economy, Federal Reserve, Real Estate

Sometimes, they just want to take ‘em higher: PPI versus CPI

Category: Economy, Federal Reserve, Inflation, Markets

Truck Price Pressure Drives Core PPI Lower

Category: Data Analysis, Federal Reserve, Inflation

Inflation Data: Accuracy versus Precision (as if either matters)

Category: Commodities, Data Analysis, Federal Reserve, Inflation