Fed

Economic data and analysis related to Fed

Fed

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%

## PRESS RELEASE SUMMARY

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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

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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