News about Fed

Fed minutes have a few hawkish details: - "Many participants commented on their uncertainty about the degree of restrictiveness" - "Various participants mentioned a willingness to tighten policy further" if needed www.federalreserve.gov/monetarypolicy/files/fomcminutes20240501.pdf

Kansas City Fed: Unusually high investment in manufacturing structures is masking a more substantial slowdown in the rate of capex growth by U.S. businesses www.kansascityfed.org/research/charting-the-economy/#Fiscal-Boosts-to-Manufacturing-Mask-a-More-Substantial-Slowdown-in-Business-Investment-Growth pic.twitter.com/cj514QzxNa

Some thoughts on why the recent Fed uniformity on rates is not as straightforward as it may seem at first. www.bloomberg.com/opinion/articles/2024-05-22/the-fed-s-uniformity-on-rates-comes-with-risks?srnd=undefined #economy #markets #federalreserve @opinion @markets @economics #econtwitter pic.twitter.com/92t94igm6y

Is this time different? And will central bank tightening not result in a recession? It has been ages since the yield curve inverted, and during that time, the economy and US #labormarket have been remarkably strong. Lately, however, some shallow signs of weakening have occurred.… pic.twitter.com/v72OHPLvHB