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10 Jul 25

Parsing FOMC Minutes and Tariff Announcements

Update | David Roche | 10 Jul 25
#Tariffs#US Fed#FOMC#US Federal Reserve#Federal Open Market Committee (FOMC)#US Federal Reserve Independence.#Trump Tariffs.#US Tariffs#FOMC Minutes#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction

Parsing FOMC Minutes and Tariff Announcements I parsed the FOMC minutes. I think the Fed will hang tough. Seems only Bowman & Waller want to cut. All the others more worried about inflation than the labour market. I expect inflation to rise sharply & durably in... Read More

20 Feb 25

Update: the FOMC Minutes - January FOMC

Update | QS Team | 20 Feb 25
#FOMC#US Federal Reserve#Federal Open Market Committee (FOMC)#FOMC Minutes

Minutes of the Federal Open Market Committee, January 28-29, 2025 I thought the most significant statement in the Minutes was this: “the effects of potential changes in trade and immigration policy as well as strong consumer demand. Business contacts in a number... Read More

20 Jun 21

How To Get (Almost) Everything Wrong Graciously

Archive Report | David Roche | 20 Jun 21
#Politics#Markets#Strategy Archive#Economy#Italy#US Dollar#Treasuries#Federal Reserve#Yield Curve#Bunds#Federal Open Market Committee (FOMC)

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This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More

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