Federal Open Market Committee
Commentators largely describe the FOMC as still tightening against inflation, with September’s unanimous 25bp increase followed by sharply reduced expectations for an October hike but substantial odds of another move in December 2457. Several argue that rate rises cannot directly address supply-side inflation, energy shocks or fiscal pressures, while still restraining debt-fuelled investment and financial markets 19. Others focus on the Fed resisting fiscal accommodation, with the key test being whether higher yields and weaker employment eventually force a softer stance 61011.
From the window to Oct 10, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 hawkish
Strongly hawkish
- PBPeter BoockvarStrongly hawkish Expects the Fed to hike rates twice this year, with the market leading the Fed rather than the reverse. “The bond market was pricing in two cuts. And instead, we're probably going to get two hikes.” ▶ 4:04 Bond Market Dominoes: The Path to 6% Rates with … · 9 Oct
1 hawkish
Mentions
5 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- David Lin 2 mentions
- Steve H. Hanke 1 mention
- Peter Boockvar 1 mention
- Walter Bloomberg 1 mention
- Cameron Dawson 1 mention
- Dan Nathan 1 mention
- Michael Boutros 1 mention
- Scott Bessent 1 mention
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