
Don't Expect a July Fed Hike, but Simmering Frustrations May Become More Apparent
A July hike is unlikely, but battle lines within the Committee are likely to become clearer as members look to backdoor forward guidance through economic assessments.
The economy is unpredictable. Your strategy doesn't have to be.
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A July hike is unlikely, but battle lines within the Committee are likely to become clearer as members look to backdoor forward guidance through economic assessments.

Florida Struggles as California Mounts a Comeback, and there's no hidden unemployment problem.

There are reasons to be optimistic that the inflation data will play ball later this year, but don't expect a rate cut.

There are a lot of changes coming to the Fed, just not in interest rates.

When Good News Becomes Even Better

Warsh is right to rethink transparency and Fed communication, but his views on monetary policy and a new Fed Accord need work. This piece is the start of a series on the Warsh Fed.

America's employers may come to regret their hiring freeze.

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Not Perfect, but Very Useful.

...and it started before the Iran War.

We published a version of this argument in a Barron's op-ed last week. What follows is the extended director's cut.

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What to expect at tomorrow's FOMC meeting and press conference.

The administration is playing with fire for no reason. The attack against Governor Cook is dangerous, no matter what occurred.

If you read the paper today, you probably got the wrong impression about what the latest CPI data said about where inflation is heading. Here's what you need to know.

The trade war is on pause, and frankly, we've gotten used to the chaos. That's good news for the economy.

The labor market is too strong for the Fed to consider cutting rates as more inflation looms.

Even if he had enormous influence, it would be nearly impossible for Trump to upend the Fed.

The Fed may have to raise rates if we avoid a recession. But we're probably not going to be that lucky.

Policymakers may be sweating, but they won't show their cards in March.