Fed's Musalem: US economic growth strong, labor market in a good place

How it developed15 wires · newest first

1:31 PM to 2:27 PM

2:27 PMFed's Musalem: Monetary policy still somewhat accommodative after last hikebearish 35 · impact 30
2:22 PMFed's Musalem: SEP could be improved by linking rate dots to economic projectionsneutral 50 · impact 20
2:11 PMFed's Musalem: About half of inflation from persistent demand pressurebearish 35 · impact 40
2:09 PMFed's Musalem: Sequential supply shocks weaken case for looking through, risk broader inflationbearish 35 · impact 40
2:05 PMFed's Musalem: US economic growth strong, labor market in a good placebullish 65 · impact 30
2:05 PMFed's Musalem: Economy very strong but predicated on continued growthneutral 50 · impact 30
2:05 PMFed's Musalem: AI capex boom creating demand pressure, supply relief not yet apparentbearish 35 · impact 40
2:04 PMFed's Musalem: AI capex boom driving demand pressure, productivity relief not yet visiblebearish 35 · impact 35
2:04 PMFed's Musalem: can't ease rates on expected AI productivitybearish 35 · impact 40
1:32 PMFED'S MUSALEM SAYS IF THE PUBLIC UNDERSTANDS THE FRAMEWORK, PRIVATE EXPECTATIONS LINE UP WITH THE FED'S INTENTIONS, IMPROVING THE TRADE-OFFS BETWEEN INFLATION AND EMPLOYMENT AND GUARDING AGAINST INFLATIONARY AND DEFLATIONARY SPIRALS, ADDING THAT CENTRAL BANKS SHOULD AVOID COMMUNICATIONS WITH NO FRAMEWORK TO MAKE SENSE OF THEM AND SHOULD NOT 'EXIT THE CONVERSATION ALTOGETHER'.
1:32 PMFed's Musalem: If the public understands the framework, private expectations line up with the fed's intentions, improves trade-offs between inflation and employment
1:31 PMMusalem: central bankers should explain policy decisions, not make promisesneutral 50 · impact 10
1:31 PMMusalem: opaque central bank forces markets to guess reaction functionneutral 50 · impact 20
1:31 PMFed's Musalem warns against central banks exiting policy conversation, cites inflation risksbearish 35 · impact 30
1:31 PMFed's Musalem: Framework understanding aligns expectations, improves trade-offsneutral 50 · impact 30 · this page

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