Capital Economics

The leading macroeconomic research consultancy

US Fed Watch

Gives a view on the forthcoming rate setting meeting of the central bank.

Sample - Fed still looking for ways to boost policy at the zero bound

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Articles
Fed unlikely to signal a move in either directionFed waiting to see which way the recovery breaksFed prepares to step into brave new worldFed to delay any action until early next yearFed still looking for ways to boost policy at the zero boundFed still looking for ways to boost policy at the zero boundOperation Twist offers best hope among limited optionsQE3 still unlikely, at least until next yearFed won't overreact to signs of slowdownBernanke steps into brave new world
Fed unlikely to follow hawkish ECB's leadFed won't call an early halt to QE2Fed needs to give QE2 time before making adjustmentsQE2 unlikely to have a major economic impact (Oct 10)Fed still a long way from announcing new QEFed may be reluctant to add to policy stimulusFed more likely than ever to keep rates at near-zeroFed in no rush to tighten policyFed to maintain "extended period" pledgeRates on hold this year and probably next as well
First rate rise is still a long way offRecovery highlights growing divisions between hawks and dovesFed to maintain the status quoFed shifts to wait and see modeFed will do no more than tweak asset purchase programWill the Fed fight against rising Treasury yields?Fed may feel need to up the pace againFed likely to stick with existing credit programs for nowFed actions may finally be having an impactFed’s focus on quantitative easing rather than rate policy
Fed to continue cutting rates as recession and deflation loomFed on hold for extended periodFed's window to hike rates has already closedFed likely to leave rates unchanged for an extended periodFed still has plenty of work to doRecession will prompt Fed to slash rates to 1%Fed likely to follow emergency cut with further actionFed almost certain to cut rates, but hawks will keep it to 25bpFed to give the markets what they wantFed likely to give markets what they want
Fed on hold for now, next move is downRates still more likely to go down than upLower rates still coming despite Fed's intransigenceMarkets coming round to our rate viewBig cuts in interest rates still likely later in the yearMarkets put faith in data not FedFed likely to persist with tightening biasOne more hike coming before rates cut sharply next yearRising core inflation puts Fed on the spotBartiromogate only a minor hiccup for Bernanke
Fed is close to calling it a dayExit GreenspanTime for a change in languageRates still on track to peak at 4.5%Katrina unlikely to persuade Fed to pause from hiking ratesStronger data points to more rate hikes aheadFed likely to call halt to rate rises sooner rather than laterFed likely to stay the course through “soft patch”Fed to stick to measured paceFed’s hawks and doves making themselves known
Fed’s focus shifts to inflationFed to pause for breath after one more hikeFed may be more cautious in raising rates next yearWhat happens when Greenspan retires?Edging toward an August rate hikeApril’s payroll surge needs to be kept in perspective