Taking One Last Beth Before the Fed Blackout Period

Beth Hammack, president of the Cleveland Fed, posted on LinkedIn hours after the jobs report that "today's jobs report reaffirms that the labor market appears to be roughly in balance" and that she "believe[s] persistently high inflation is the bigger concern." If recent inflationary trends continue, "it may soon be appropriate to act," she concluded.

Read more →
E
Taking One Last Beth Before the Fed Blackout Period

Beth Hammack, president of the Cleveland Fed, posted on LinkedIn hours after the jobs report that "today's jobs report reaffirms that the labor market appears to be roughly in balance" and that she "believe[s] persistently high inflation is the bigger concern." If recent inflationary trends continue, "it may soon be appropriate to act," she concluded.

Taking One Last Beth Before the Fed Blackout…

Neil Dutta: The Fed prioritizes inflation control, rising energy prices are squeezing household finances, and a slowdown in capital expenditures could trigger macroeconomic issues | Forward Guidance

Rising energy prices and potential interest rate hikes threaten household finances and broader economic stability.

The post Neil Dutta: The Fed prioritizes inflation control, rising energy prices are squeezing household finances, and a slowdown in capital expenditures could trigger macroeconomic issues | Forward Guidance appeared first on Crypto Briefing.

E
Warsh’s Forward Guidance Paradox

Let's get this straight: Warsh hates forward guidance. But if we look at the three dissent statements from the Reserve Bank Presidents who voted against the FOMC decision, we can see that forward guidance is not a thing that Fed officials will easily concede.

Warsh’s Forward Guidance Paradox was first published on EconReporter on May 10, 2026

Danny Dayan: Recent rate cuts were a policy mistake, unchecked inflation could lead to parabolic rises in risk assets, and the Fed misjudged labor supply dynamics | Forward Guidance

Recent Fed rate cuts are seen as a mistake, potentially fueling inflation and boosting risk assets.

The post Danny Dayan: Recent rate cuts were a policy mistake, unchecked inflation could lead to parabolic rises in risk assets, and the Fed misjudged labor supply dynamics | Forward Guidance appeared first on Crypto Briefing.

Michael Howell: Market turbulence is approaching but not here yet, media narratives on recession are misleading, and understanding liquidity cycles is key for investors | Forward Guidance

Market turbulence looms as liquidity cycles, not recession fears, shape the future of risk assets.

The post Michael Howell: Market turbulence is approaching but not here yet, media narratives on recession are misleading, and understanding liquidity cycles is key for investors | Forward Guidance appeared first on Crypto Briefing.

Jan Szilagyi: AI is revolutionizing investment strategies, unlocking value from financial data, and enhancing real-time decision-making | Forward Guidance

AI's transformative impact on finance is unlocking new value and revolutionizing investment strategies with real-time insights.

The post Jan Szilagyi: AI is revolutionizing investment strategies, unlocking value from financial data, and enhancing real-time decision-making | Forward Guidance appeared first on Crypto Briefing.

Jordi Visser: The rise of AI surpasses oil’s economic impact, Bitcoin’s value is tied to fiat wealth, and the best time to invest in stocks is during recession sentiment | Forward Guidance

AI's rise is reshaping global economics, overshadowing traditional factors like oil and altering investment strategies.

The post Jordi Visser: The rise of AI surpasses oil’s economic impact, Bitcoin’s value is tied to fiat wealth, and the best time to invest in stocks is during recession sentiment | Forward Guidance appeared first on Crypto Briefing.

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance

AI's disruptive force is reshaping the US economy, driving productivity and influencing interest rate policies.

The post Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance appeared first on Crypto Briefing.

Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

The Federal Reserve is seen as a last stronghold against political pressure on interest rates. Shrinking the Fed's balance sheet may impact risk markets. Kevin Warsh's past monetary policy judgments are viewed critically.

The post Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy…

Cem Karsan: Wartime economy reshapes global markets, political populism drives inflation trends, and authoritarianism threatens economic stability | Forward Guidance

The current global economy is heavily influenced by wartime conditions, impacting economic, military, and strategic asset dynamics. Global conflicts are expected to intensify, suggesting increased volatility in markets. Deglobalization and geopolitical tensions are reshaping market behaviors and ...

The post Cem Karsan: Wartime economy reshapes global markets, political populism drives inflation…

Read more →
Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance

Inflationary pressures may resemble those of the late 1990s and early 2000s. The US economy is experiencing rapid growth, potentially leading to significant fiscal stimulus. Tax collections are a reliable economic indicator, surpassing traditional labor market surveys.

The post Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks…

Page 1