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13 Feb 2024

Has the fed won the party?

US Medium-Term Inflation Expectations Lowest in 11 Years of Data – Source: Bloomberg

12 Feb 2024

Another wave of early retirements is hitting as the stock market surges

This complicates the Fed's goals for the labor market to some degree, as it means there are more exiting the workforce. There's already 1.45 jobs available for every unemployed person seeking work. Source: Bloomberg, Markets & Mayhem

12 Feb 2024

Four rate cuts are now priced in for 2024 (red), the LEAST number of cuts YTD.

This is down from seven rate hikes on January 12 (green), the MOST number of cuts (YTD). Source: Bianco Research

8 Feb 2024

A nice summary of Fed officials speeches since January 31st decision

Source: Bloomberg

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