Sitemap - 2024 - Kathleen Hays Presents: Central Bank Central

Defining the Tariff Economy: Emons Say This Will Be Watched as Closely as the Fed

Levy: Trump Tariff Negatives to Be Offset by Deregulation, Extension of Tax Cuts

Fed Still Set to Cut Rate in December Even as Decision Becomes "Closer Call:" Pearce

Faucher: Powell Speech Opens Door to December Rate Cut Pause

Kaplan: Uncertainty Over Trump's Policy Path May Slow Fed's Rate Cut Pace

Swonk Sees Fed Rate Cut in December, Says Inflation, Jobs Report Hold Key

TS Lombard's Beamish Says BOE Rate Cuts to Continue

Kotok: Stocks Rally on Trump Victory with Eye on Tariffs, Tax Cuts, Budget Deficit

Lockhart Sees Fed Continuing to "Recalibrate" Policy with 25bps Cut

Wakatabe: Shifting Political Winds Cloud Timing of Ueda's Next Rate Hike

Torres Says Forget Jobs Report: Broader Data Show Labor Market "Doing Fine"

Kose: Falling Commodity Prices to Help EM's Bring Inflation Back to Target

Conducting Monetary Policy Under Fire: BoI's Yaron Looks Back and Ahead

Orr: N.Z. Inflation Is Key Rate Cut Driver Not Foreign Central Bank Moves

Rhee: BOK Must Not Make Mistake of 'Cutting Rate Too Hastily'

Philippines Central Bank Governor Sees Another 25bps Rate Cut in December

Rajan: Fragmentation Growing on Realization Globalization Not Working Out

Dombret: IMF Added Negative Impact of Trade Barriers to WEO for 'Good Reason'

Lipsky Sees Danger to Global Growth As Use of Tariffs Grows

Plosser Sees "Dangerous Shift" As Fed Moves Focus to Credit, Lending Policy

Cochrane: Fiscal Policy Is Main Inflation Driver, Monetary Policy Is Side Car

Duffie Demystifies Fed's Money Market Plumbing, Finds Flaws

Mester Urges Fed to Keep Cutting Rates, Avoid Stigma of Stop-and-Go Policy

Hoenig Sees Fed Forced to Raise Rates, Buy Bonds as U.S. Debt Keeps Rising

Lacker:"Political Expediency" Still Driving Evolution of Fed's Credit Policy

John Taylor Rules! Acclaimed Economist Seeks to Globalize His Rule

George: Fed Caution on Rate Cuts Needed With Inflation Above Target, Jobs Growing

Bullard Sees 25bps Rate Cut in November as Fed Continues Glide Path to Normalcy

Bordo, Levy See SOMC's 'Watch Dog' Role Driving Evolution of Monetary Policy

Dalmau: Fed's 50bps Rate Cut Opened Door Wider for RBNZ's Bigger Move

50bps Rate Cut 'Not a Mistake' as Fed Achieves Soft Landing: Kalemli Ozcan

Fed Needs to Recalculate Neutral Rate in Wake of Strong Jobs Report: Levy

Strong Jobs Report Points to No 50bps Fed Rate Cut in November: Kasman

Jebaraj: NABE Sees Two More 25bps Rate Cuts This Year Just Like Powell

Blitz Sees Risk of "No Landing" Limiting Fed Rate Cuts to 100bps

Wakatabe Sees Door Open to BOJ Rate Hike in October

Kaplan Backs Jobs-Boosting Fed Rate Cuts: Sticky Inflation May Limit Future Moves

Blanchflower: BOE Should Have Cut Key Rate Today with Inflation at 2.2%

Ito Sees One or Two More BOJ Rate Hikes This Year as Normalization Continues

Kroszner: "Close Call" on Fed's 50bps Rate Cut Driven by Weakening Labor Market

Posen: Fed Rate Cuts Now Risk Rebound of Inflation Next Year

Lockhart Sees "Normal" 25bps Fed Rate Cut, Won't Be Surprised at 50bps Move

ECB to Skip October Move on Path to December Rate Cut: Vitor Constancio

Remebering 9/11 with Diane Swonk: Escape from WTC, Resulting Cancer Battle

Swonk Sees Unanimous 25bps Fed Rate Cut Vote, Some Arguing for Bigger Move

Furman: Nothing in Jobs Data to 'Panic' Fed into 50bps September Rate Cut

Jackson Hole: Kalemli-Ozcan Says Fed Rate Cuts to Have Global Currency Impact

Jackson Hole: George Sees Risk in Cutting Rates with Inflation Still Above Target

Jackson Hole: Peterson Sees Fed Rate Cuts as Focus Turns to Jobs Over Inflation

Jackson Hole: Hoenig Says Fed Must Link Rate Cuts to Further Inflation Reductions

Jackson Hole: Blinder Sees 25bps Fed Rate Cut, No Need for 50 bps Move

Jackson Hole: Frenkel Will Be "Very Surprised" If Fed Does Not Cut Key Rate

Kose Lauds Global Disinflation, Cautions Geopolitical Tensions Pose Risks

Evans: Question Now on Fed's September Rate Move is 'How Much, How Quickly?"

Fed 25bps Rate Cut in September a "Layup" after July CPI: Sweet

Dalmau: "Confluence of Factors" Drove Stock Market "Carnage"

Bullard: Fed Won't Do Emergency Rate Cut, Will Do 25bps Cut in September

"Peak Dollar Is Behind Us" as Fed on Verge of Rate Cut Cycle: Chandler

Taylor Says His Rule Signals Fed Needs to Cut Rate to 4%

BOJ Rate Hike "Premature:" Former BOJ Deputy Governor Wakatabe

Kaplan: Fed to Cut Rate in September as Long as Inflation Doesn't Misbehave

Lockhart: Fed May Hint at September Rate Cut, Even Remain Silent as it Awaits Data

Loo Sees BOJ Rate Hike Today: Will It Signal One and Done or More to Come?

Omori: Weak Consumption Will Ward off BOJ Rate Hike for Now

Levy Sees "Anti-growth" Policies in Trump Tariffs, Harris Tax Hikes

Fed Rate Cut in September Not "A Done Deal" Yet: Harris

China's Executives Most Pessimistic on Economy in 15 Years: Radwan

Nearly Half of CFO's in PNC Survey See No 2024 Fed Rate Cuts: Faucher

ECB to Cut Rates as Wages Peak, Core Inflation Eases: Oneglia

Fed Must "Recalibrate" Policy as Unemployment Rises: Renmac's Dutta

Wall Street "Voting Its Pocketbook" as Stocks Rally on Trump Win Bets: Farr

Blitz: Fed Will Use July Meeting to Signal Rate Cut in September

Torres Sees Just One Rate Cut This Year

Peterson Sees "Goldilocks Scenario" for Fed in Jobs Report

Andolfatto: Fed Rate Cut Forecasts "Pretty Optimistic" as Fiscal Deficit Swells

Global Policy Rate Descent to Be Much Slower Than Ascent: Gruenwald

Sri-Kumar: "Hard Landing" Will Bring U.S. Inflation Down

BOE Open to August Rate Cut, Sticky Services Prices May be Key: Davies

Boskin: Defense Spending Disinvestment Has Left U.S. with 'Huge Shortfall'

Wakatabe: BOJ Moving Cautiously on QT to Avoid Bond Market Upset

Omori: BOJ's Ueda to Take Dovish Tilt as Demand Remains Soft

Lacker Sees Zero Fed Rate Cuts in 2024

Lockhart: Fed Dots to Signal 1or 2 Cuts for 2024

Kose: "Higher for Longer" Central Banks to Curb Growth in Emerging Markets

Levy: Fed's System of Estimating and Communicating Dots Needs Changes

ECB Sends Message of Confidence on D-Day Anniversary: Finel-Honigman

John Taylor: Rule Will Support Central Banks in Face of Political Pressure

Scenario Analysis Yields Soft landing, September Rate Cut: Hunter

Hoenig: Rising Strains in Banking System Tie Fed's Hand in Inflation Fight

Hoenig: Fed Faces "Fragile Equilibrim" as Inflation Steadies Near 3%

Rajan Says India Needs Policies to Create More Jobs in "Breaking the Mold"

Fed Risks Repeating Mistakes of Late 60's in 2024: Higgins

Strong Dollar Could Force More Japan Yen Intervention: Patterson

China Trying to Stabilize Property Market Without Reflating It: Qazi

Mester: April CPI Doesn't Change Outlook, More Evidence Still Needed

Kroszner: Fed Must Elevate Role of Financial Stability

Orphanides Urges Fed to Be Guided by Simple Policy Rules

Fed Faces Communication Challenge as Prices Stay High: George

Plosser, Levy Urge Return to Pre-Emptive Fed Rate Moves

Takatoshi Ito: BOJ's Inflation Stance Could Defend Yen

Bullard: Funds Rate Still Restrictive, Will Push Inflation Back Toward 2%

History Shows Curbing Entitlements Key to Cutting Budget Deficit: Cogan

John Taylor Advocates for Global 2% Inflation Target

Banking Maven Duffie Says Fed's QT Taper Plan Is Best Policy

Cochrane Pleased to See Fed's Focus On Data to Decide Next Policy Move

WFH 'Here to stay," Will Boost Small Business Formation

Regional Bank Failures Signal Financial Regulation System Broken: Levine

Esther George: Unrealized Losses Still Weigh on Banks

Sticky Inflation to Slow Not Halt Fed's 2024 Rate Cuts: Sweet

BOJ to Tolerate Weak Yen as Strong Dollar Stalks Currency Markets

"Higher for Longer" Fed May Stress Emerging Markets

Subramaniam Sees India Sustaining Strong Growth as Consumption Keeps Rising

World Bank's Gill Warns 75 Vulnerable Economies Face "Historic Reversal"

World Bank's Kose Sees Outlook for Fed Rate Cuts Softening

Levin Sees "Material Risk" Inflation Not Heading Back to Fed's 2% Target

Hot Jobs Report Clouds Fed's Rate Cut Path: Blitz

Dudley Not Ready to Leave "Higher for Longer Camp" on Fed Rate Outlook

Dudley Not Ready to Leave "Higher for Longer Camp" on Rate Outlook

Kotok Celebrates Half Century of Navigating Fed, Inflation and Markets

Low Inventories, High Mortgage Rates Still Weigh on Housing Market: Miller Samuel

Odds of Japan FX Intervention While U.S, EU Markets Closed 'Relatively High': Chandler

Lacker: Fed Should Prepare Markets for Possibility of No Rate Cuts This Year

"Capitulating Hawks" Help Open Door to BOE Rate Cuts: Beamish

Plosser Sees Fed "Treading Water," Waiting for News, Waiting for Data

Lockhart Warns Fed Dots Could Show Just Two 2024 Rate Cuts

BOJ Takes "Big Bang" Step as It Exits Negative Rates, Drops YCC, ETF Buying: Sheard

Kaplan Urges Fed to Keep Options Open Amidst High Inflation Uncertainty

BOJ to Keep Negative Rate for Now, Keep Door Open to April Move: Dalmau

BOJ to Exit Negative Rates This Week: Omori

BOJ's End to Negative Rates: March Expected, April Possible? Wakatabe

Slow Drop in Inflation Could Mean Fewer 2024 Rate Cuts: Hoenig

Capital Not Leverage Key to Making Banks Safer, Sounder: Hoenig

Inflation to Keep Falling as Sticky Services Prices Ease: Peterson

Resilient Consumer Supports Stocks, Sidelines Fed Rate Cuts: Patterson

Biden's "Tax the Rich" SOTU Vision Won't Win Over Independents: Steve Forbes

Biden Achieved What He Needed to with SOTU: Stevenson

Fed to Cut Rates 125 BPs in 2024: Hunter

Time for Fed to Recalibrate View of What's Restrictive?: Levy

"Investing in U.S. Financial History" Flags Folly of Fed Ending Inflation Fight Too Soon

Hot Services Prices May Push Up Inflation, Hold Rate Cuts at Bay: Torres

Fed Seeing Cutting Rates Too Soon as Biggest Risk Is Important Shift: Calomiris

John Taylor Says Inflation Still Too High for Fed to Cut Rates

Disinflation Forces Still in Place, Fed Rate Cuts in Store as Early May: Dutta

Fed Needs to See Further Decline in Sticky Services Prices: Bostanjcic

Fed Rate Cuts Warranted Now as Inflation Falls to 2% Target: Harvard's Furman

'Labor Market This Strong,' Chance of Inflation Rising Again, Cloud Fed's Rate Cut Path: Lacker

Strong Jobs Data Show Labor Market Continues to 'Power On' Despite Fed Restraint: George

Powell Disavows Markets of Bets Rising Real Rates Mean Faster Fed Rate Cuts: Sonders

Fed Can Wait till Summer to Cut Rates, BOE Needs to Hike to Tame Inflation: Kalemli-Ozcan

Powell Shows Commitment to 2% Inflation Target, Restoring Fed Credibility: Plosser

Powell Shows Commitment to 2% Inflation Target, Restoring Fed Credibility: Plossser

Solid Economy Allows Fed to Wait and See on Rate Cuts Even as Inflation Falls: Lockhart

'Prudent' Fed to Signal No Rate Cuts Yet As Pandemic Stimulus Fuels Growth: Hoenig

Powell to Keep Door Open to Rate Cut, Avoid Signaling Timing of First Move: Kaplan

Consumer, Fiscal Spending Boost 3Q GDP: Levy

ECB April Rate Cut Bets Bolstered as Euro-area Economy Stagnates, Inflation Eases: Chandler

Dovish Fed Can't Fire Up Housing Market While Headwinds Persist: Miller Samuel

Housing Headwinds to Persist Even When Fed Delivers Rate Cuts: Miller

BOJ Needs More Inflation Certainty to End Negative Rates in April: Wakatabe

BOJ to Hold Policy Steady, Eye April Move: Ito

Fed Won't Risk Recession to Hit 2% Target: Blitz

Schenker: No Fed Rate Cuts Until at Least June

Resilient Jobs Cloud Rate Cut Bets: Mickey Levy