Hints and tips:
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Robert Armstrong I guess Powell said there’s two reasons. Kate DuguidI like this pronunciation of Powell’s name. Robert ArmstrongOK. It’s Powell. Kate Duguid(Laughter) Like President Jay Powell....
...Meanwhile, email me your thoughts: robert.armstrong@ft.com....
...But Robert Ryan, BCA Research’s veteran energy strategist, takes the other side: “History says it’s been a bad bet to go against Saudi....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...How Jay Powell talks about this problem is going to matter a lot. Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
...We’re wondering to what degree Jay Powell will acknowledge slowing pace of disinflation, and what he will attribute it to. Send me your thoughts: robert.armstrong@ft.com....
...Perhaps a reader can explain how things have changed: robert.armstrong@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. An appropriately humble Fed Jay Powell’s dislike of the summary of economic projections becomes clearer with each Fed press conference....
...Robert ArmstrongI think of Jay as a very restrained and even-tempered fellow....
...And it is true that Jay Powell pushed back on the possibility of a rate rise. But he also emphasised that he is prepared to be extremely patient about cutting....
...We’ll be watching how chair Jay Powell frames the argument in his press conference, where he speaks for the whole committee....
...So nobody wants to be Arthur Burns, least of all Jay Powell....
...Jay Powell isn’t buying it. In his press conference yesterday, he waved off such worries: In theory, real rates go up as inflation comes down....
...Austria’s central bank head Robert Holzmann said: “I would find it difficult if we move too far away from the Fed.”...
...Perhaps Jay Powell, the Fed chair, did not state it with quite that level of finality....
...It is nice to know that Fed chair Jay Powell agrees....
...Opinion: The Fed is utterly frozen between two poles, unable to even gesture in either direction, writes Robert Armstrong in today’s edition of the Unhedged newsletter....
...Help us replenish it: robert.armstrong@ft.com and ethan.wu@ft.com....
...The Office of Inspector General, which oversees the Fed, said in a report released on Monday that the two former regional Fed presidents — Robert Kaplan of the Dallas Fed and Eric Rosengren of Boston — had...
...Or email the big man himself: robert.armstrong@ft.com....
...Here is Fed chair Jay Powell in July: Imagine it’s a world where things are OK, and it’s time to bring rates down from what are restrictive levels to more normal levels....
...Even Austria’s hawkish central bank governor Robert Holzmann said a change in rates “may be in preparation”....
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