Fed

Economic data and analysis related to Fed

Fed

“Solid” on Paper, “Slight” on the Ground: Jan 28 FOMC Tone Collides with Beige Book Reality

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Fed

“Remained Strong” Meets Reality: Jan 16 Fed Message Leaned on Q3’s 4.3% While Current Growth Looks Only Slight-to-Modest

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Fed

2.7% CPI, 1.75pp Cuts, and a “Neutral” Fed: January 16 Release Meets Beige Book Reality

In the January 16, 2026 press release, the policy narrative promised tariffs were a “one-time” price bump and disinflation would glide toward target. The Beige Book published the same week told a d...

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Fed

Six Districts in Contraction vs “Strong” Economy: The Fed’s 2026-01-16 Narrative Meets the Beige Book

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Fed

“Strong” on Paper: Jan 16 Release Cites 4.3% Q3 GDP While Jobs Add Just 50–64k and CPI Stalls at 2.7%

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Fed

“Strong” vs “Slight”: The 2026-01-16 Fed Message Collides with a Modest Beige Book

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Neutral, Or Just Neutralized? Fed’s 1.75-Point Pivot Meets Tariff Reality in the January 16 Release

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Strong vs. Slight: Jan 16 Fed Framing Collides with Beige Book Reality

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Fed

Jan 16 Fed Narrative vs Beige Book Reality: “Solid” Growth Meets “Slight to Modest,” CPI at 2.7%, Unemployment at 4.4%

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Jan 16 Fed Narrative vs Beige Book: 4.3% Q3 Strength Meets “Slight-to-Modest” Reality

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Strong Headlines, Modest Reality: 2026-01-16 Release Oversells Growth as Beige Book Flags Soft Spots

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Cautious Words, Stubborn Numbers: Fed’s Jan 16 Optimism Meets Flat 2.7% CPI and +50k Jobs

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“Near 2%—If You Ignore Tariffs”: Jan 16 Release Collides with Rising Pass‑Through

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Fed

Tariffs, Temps, and 5–10% Price Hikes: The 2026-01-01 Release Oversells Moderation

The official press release dated **2026-01-01** leans into “moderation” on prices and “mostly unchanged” employment. The districts, however, describe intensifying pass-through from tariffs and util...

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Fed

Independence Without Evidence: The Fed’s Jan 11 Release Defends Process, Cites No Data

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Tariffs Are “Noise”? The 2025-12-15 Release Doubles Down on Dovish Logic Built on “Phantom” Fees

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Fed

Rate Cuts in a Rising-Price World: Dec 10 FOMC trims 25 bps and flags T‑bill buys to “maintain ample reserves”

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Beige Book’s “Little Changed” Isn’t: Tariff/Insurance Shocks and Softening Demand Define the 2025-11-01 Release

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Fed

The Fed's New AI Playbook: Jefferson Signals a Dovish Pivot While Quietly Flagging a 30% Systemic Risk

On **November 21, 2025**, Federal Reserve Vice Chair Philip N. Jefferson stepped up to the podium at the Cleveland Fed's Financial Stability Conference and quietly unveiled a significant new chapte...

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The Fed's April Fools' Joke: Beige Book Reveals an Economy Grinding to a Halt

The Federal Reserve’s April 1, 2025, Beige Book summary wants you to believe the U.S. economy is stable, describing activity as “little changed.” But peel back that one placid layer, and you’ll fin...

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Fed

PRESS RELEASE SUMMARY

Vice Chair Philip N. Jefferson delivered remarks on November 21, 2025, at the Federal Reserve Bank of Cleveland Financial Stability Conference. The speech, titled "AI, the Economy, and Financial St...

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The Fed's New AI Get-Out-of-Jail-Free Card: Jefferson Signals a Major Narrative Shift

On November 21, 2025, Federal Reserve Vice Chair Philip N. Jefferson delivered a speech that was less about near-term monetary policy and more about building a new, all-purpose narrative for the fu...

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Fed

The Engine Just Seized: C&I Lending Plummets to 1.6%, Flashing a Major Red Flag

The headline numbers from the Federal Reserve's H.8 release on **November 21, 2025**, tell a story of modest health, with total bank loans and leases rebounding to a **5.8%** annual growth rate. Bu...

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Fed

11/11 Fed Speech Lauds Productivity, Skips the 25 bp Cut: Inflation “Moved Up,” Payrolls +22k, PCE +0.6%

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Fed

Fed's Rate Cut Pivot: Rhetoric Racing Ahead of Reality

Over the past six months, Federal Reserve officials have aggressively signaled rate cuts even as core inflation remains stubbornly above target and economic growth stays robust. Our analysis of 20 ...

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Fed

Flying Blind or Just Closing One Eye? Deconstructing the Fed's November 3rd Narrative Pivot

In a masterclass of central bank communication delivered on **November 3, 2025**, Governor Cook managed a stunning feat: justifying a major policy pivot by claiming data dependency… while admitting...

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Fed

Cuts on the Lips, Core at 2.9%: September 26 Data Clash with the Fed’s Easing Drumbeat

On September 26, 2025, the BEA dropped a one-two release that should have quieted the rate-cut chorus: **core PCE held at 2.9% y/y** with **+0.2% m/m**, while Q2 real GDP clocked a **3.8%** annuali...

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Fed

Easing Into Headwinds: Oct 29 Fed Cuts 25 bp While Beige Book Calls Growth “Flat”

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