Tag Archives: the Fed

Why are Americans so Pessimistic about the U.S. Economy?

This is the first in a three-part series on Innovation Trends Retooling the U.S. Economy. Five years after the Great Financial Crisis (GFC), despite improvements in GDP growth and employment, the U.S. public still seems to be oppressed by a … Continue reading

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As the Economy Improves, the Fed Recalibrates its Message

As the economy and labor market improve, quantitative easing (QE) is wound down and the first rate hike draws nearer, the language of the Fed evolves accordingly.  Both the minutes of the June FOMC meeting and the remarks of Fed … Continue reading

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Signs Point to Continued Slow Growth Ahead

Last week’s data provided a mixed picture of the economy. Businesses produced more, but demand growth was soft. That combination suggests slower future economic growth, not acceleration (but still growth, not recession). Some points to note: The NFIB Small Business Optimism … Continue reading

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The FOMC Holds Steady as Markets Hit a “Tipping Point”

  Observations on the Capital Markets – Week Ended August 1, 2014 The FOMC met last week, expressed satisfaction and maintained course. While their policy decisions (continue the taper—now $25b—and keep the Fed Funds rate where it is) were no surprise, the … Continue reading

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Two Preconditions of Fed Tightening Evident in Last Week’s Data

The Yellen Fed is wary of tightening too soon. It wants to see significant improvement in labor markets. (We’re seeing it.) It also wants to see evidence that U.S. inflation has formed a bottom. This precondition for a tighter Fed … Continue reading

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