by sslifer | Jul 5, 2019 | Commentary for the Week, NumberNomics Notes
July 5, 2019 The markets continue to look for a 0.5% cut in the federal funds rate by yearend. No doubt some members of the Fed’s Open Market Committee continue to lean in that direction. While there remains an expectation that the economy is going to soften...
by sslifer | Jun 28, 2019 | Commentary for the Week, NumberNomics Notes
June 28, 2019 The Fed is split almost equally into two camps. One group expects no change in rates between now and yearend. The competing group expects a 0.5% rate reduction. As we see it, the economy is chugging along at an acceptable pace and while inflation is...
by sslifer | Jun 21, 2019 | Commentary for the Week, NumberNomics Notes
June 21, 2019 We wrote two pieces this week. One was right after the FOMC’s decision on Wednesday which focused on the widely diverging views amongst FOMC participants. The other written today focuses on what indicators and/or events might cause the Fed to...
by sslifer | Jun 21, 2019 | Commentary for the Week, NumberNomics Notes
June 21, 2019 The Fed did not change rates at the latest FOMC meeting. And while it is clearly leaning towards lower rates it has not yet reached that decision. Fed Chair Powell repeatedly noted that the incoming data will determine whether the Fed pulls the...
by sslifer | Jun 21, 2019 | Commentary for the Week, NumberNomics Notes
June 19, 2019 At its June 18-19 meeting The Fed chose to leave the federal funds rate unchanged at 2.25-2.5%. Its assessment of GDP growth for the next three years is essentially unchanged from what it was back in March. However, the outlook for its preferred...
by sslifer | Jun 14, 2019 | Commentary for the Week, NumberNomics Notes
June 13, 2019 Every year the Social Security and Medicare Trust Funds are evaluated for their soundness. The 2019 Trustees report showed that both programs continue to face long-term financing shortfalls. The dates for which these trust funds are depleted vary...
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