How much weight does the FOMC put on inflation vs unemployment?

From Torsten Sløk, Ph.D.: When I discuss the timing of Fed liftoff with clients it is essentially a debate about how much weight the...

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Labor Market Slack and Monetary Policy

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Interest Rates Aren’t Going Anywhere . . .

Source: BAML, Fiscal Times     I have been fairly agnostic on several issues related to where interest rates are heading. It...

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Atlanta Fed’s Forecast for 2015 Q1

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Risk Management for Monetary Policy Near the Zero Lower Bound

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The Fed’s Hidden Message Contained Within the Dots . . .

Of all the maddening things about this month’s Federal Open Market Committee meeting, perhaps the single most annoying is the hoopla...

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The Fed — Drunken Coxswain of the SS America

The Fed – Drunken Coxswain of the SS America Paul L. Kasriel The Econtrarian, March 17, 2015     Back on January 25, I penned...

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Art Cashin: Fed Actions In 2004 (“Patience”)

Form Strategas by way of Art Cashin of UBS:   Everything old is new again. Here’s an interesting surprise from Jason’s...

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Do Lower Gasoline Prices Boost Confidence?

Do Lower Gasoline Prices Boost Confidence? Aditya Aladangady and Claudia R. Sahm FEDS Notes, March 6, 2015     A gallon of...

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Significant disagreement about what will happen when the Fed...

Interesting analysis from Torsten Sløk of Deutsche Bank:   Source: Torsten Sløk, Ph.D., Deutsche Bank Research

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