Here are the speeches, video remarks, papers and handouts as well as handouts and remarks by the ECB, Bank of England, and Bank of Japan to supplement panel discussions.
Expectations based on Powell's presentation will result in rate cut at the next meeting is probably over exuberant. It will be data driven and, if inflation is up and employment is down, it will be a fifty/fifty call for a 25 basis point cut or a hold.
I particularly like the Saturday papers, especially the one on the Taylor rule.
The Powell, Lagarde, and Ueda comments are instructive.
No comments:
Post a Comment