Hints and tips:
...“We see the arguments for a [half point] rate hike in March,” Jan Hatzius, chief economist at the bank wrote, noting that the central bank has not kicked off a rate-raising cycle in that manner since the...
...One of the most hawkish officials and a voting member this year on the Federal Open Market Committee — James Bullard of St Louis — said he supports four rate rises this year....
...Jan Hatzius, chief economist at Goldman Sachs, says the US is “not far away” from its goal.” It doesn’t seem urgent to try to ease in order to get there,” he added....
...Jan Hatzius, Goldman Sachs chief economist who long defied consensus by predicting the Fed would keep rates on hold, has now pencilled in two cuts for 2019 on the basis of hints from chairman Jay Powell...
...“High frequency indicators were soft in Jan/Feb but our top-down PMI model reveals an improvement in March, also helped by a lower base due to the timing of the Lunar New Year holidays,” note strategists...
...Ever the market-moving contrarians, Jeff Currie and team at Goldman came out with a note on Thursday doing for oil markets what Bullard and Haldane have been doing for markets in general....
...James Bullard of the St Louis Fed, usually a dovish voice, said on Saturday: “It may be reasonable to send a signal to markets that we’re going to start withdrawing our stimulus.”...
...from Goldman’s chief economist Jan Hatzius....
...“With expectations of reduced consumer & business capital spending, industrial production should continue to trend lower in coming months,” Sam Bullard, economist at Wachovia, said....
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