Press Conference: Rate cuts are not base case, but a lot of uncertainty here, particularly related to banks Gerard MacDonell March 22, 2023 4:38 PM
I figured they would throw the guidance further under the bus, and I think I see confirmation here Gerard MacDonell March 22, 2023 2:36 PM
Purely technical point re Fed pricing on which I would not even claim particular competence Gerard MacDonell March 22, 2023 6:57 AM
Existing home sales pop may be exaggerated, but it fits a theme Gerard MacDonell March 21, 2023 2:01 PM
Some thoughts on Fed watching that are not about what the Fed will do tomorrow Gerard MacDonell March 21, 2023 1:57 PM
