Weekly Reports

FOMC – 75bps in Nov, 50bps in Dec to 25bps on Feb 1st A 50bp hike Wed, then at the press conference Powell set the stage for another step down in Feb (see select comments in the report).

FOMC – 50bps Most Likely, with a Possibility of 25bps

FOMC – 50bps Hike in Dec, with a Possibility of 25bps With Powell’s comments on Wednesday (“makes sense to moderate our pace of rate increases”), followed on Thursday by Williams (“taking a step down in that pace”), 50bps is the most likely outcome for December’s meeting. Although, if the 2-year Treasury is a good measure…

FOMC – 50bps in Dec, and Maybe Rate Hikes thru May Making up for the slow holiday week, this week will bring three significant economic releases – GDP (2nd Est) on Wed, Oct’s Core PCE on Thurs and Nov’s jobs report on Friday – also, this is the last week before the Fed’s blackout –…

FOMC – Still on Track for a 50bps Hike at the Dec Mtg Rate Hikes: With ongoing comments about a terminal rate of 5.00% (or higher), the stepping down to a 50bps hike and wrapping up rate hikes early next year – 50bps is still most likely in Dec. Pace of Hikes: After Dec, expect…