Datum Research
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Commentary offered here does not constitute advice.
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Hawkish Fed statement. Nod to trade's impact on growth data but notes that "economic activity has continued to expand at a solid pace". Unemployment has stabilized and labor markets "remain solid". Uncertainty "has increased further". Turbulence ahead - but no rush to cut. #fed #fomc #datumresearch
May 7, 2025 at 6:11 PM
Hawkish Fed statement. Nod to trade's impact on growth data but notes that "economic activity has continued to expand at a solid pace". Unemployment has stabilized and labor markets "remain solid". Uncertainty "has increased further". Turbulence ahead - but no rush to cut. #fed #fomc #datumresearch
April 23, 2025 at 7:10 AM
April 22, 2025 at 3:49 AM
April 16, 2025
1. Chip export controls
2. US-Japan talks
3. Fed Chair Powell
4. Rule of Law
#datumresearch #datumdigest
www.datumresearch.com/post/digest-...
1. Chip export controls
2. US-Japan talks
3. Fed Chair Powell
4. Rule of Law
#datumresearch #datumdigest
www.datumresearch.com/post/digest-...
April 17, 2025 at 5:58 AM
April 16, 2025
1. Chip export controls
2. US-Japan talks
3. Fed Chair Powell
4. Rule of Law
#datumresearch #datumdigest
www.datumresearch.com/post/digest-...
1. Chip export controls
2. US-Japan talks
3. Fed Chair Powell
4. Rule of Law
#datumresearch #datumdigest
www.datumresearch.com/post/digest-...
The Fed is fighting inflation first:
“Our obligation is to keep longer-term inflation expectations well anchored and to make certain that a one-time increase in the price level does not become an ongoing inflation problem.”
“Our obligation is to keep longer-term inflation expectations well anchored and to make certain that a one-time increase in the price level does not become an ongoing inflation problem.”
April 16, 2025 at 6:29 PM
The Fed is fighting inflation first:
“Our obligation is to keep longer-term inflation expectations well anchored and to make certain that a one-time increase in the price level does not become an ongoing inflation problem.”
“Our obligation is to keep longer-term inflation expectations well anchored and to make certain that a one-time increase in the price level does not become an ongoing inflation problem.”
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April 16, 2025 at 5:27 AM
Visit Datum Research to read our daily digest in less than five minutes. Follow us on social media for short video summaries!
#datumresearch #datumdigest #markets #geopolitics #information
#datumresearch #datumdigest #markets #geopolitics #information
Chair Powell and other Fed officials made clear this week that the central bank is in no rush to act. They are fully aware of policy and outlook uncertainty and the prospect of slower growth. With labor market resilience yet to abate, inflation remains their primary concern.
#fed
#waitingforclarity
#fed
#waitingforclarity
April 4, 2025 at 4:19 PM
Chair Powell and other Fed officials made clear this week that the central bank is in no rush to act. They are fully aware of policy and outlook uncertainty and the prospect of slower growth. With labor market resilience yet to abate, inflation remains their primary concern.
#fed
#waitingforclarity
#fed
#waitingforclarity
Visit Datum Research to read the first Insight paper: Analysis | The FOMC Cycle #datumresearch #insight #federalreserve #fomc
March 25, 2025 at 1:56 AM
Visit Datum Research to read the first Insight paper: Analysis | The FOMC Cycle #datumresearch #insight #federalreserve #fomc
Visit Datum Research to read the latest Macro Points | FOMC - Hold On to Your Cuts
#datumresearch
www.datumresearch.com/post/2025032...
#datumresearch
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March 21, 2025 at 12:57 AM
Visit Datum Research to read the latest Macro Points | FOMC - Hold On to Your Cuts
#datumresearch
www.datumresearch.com/post/2025032...
#datumresearch
www.datumresearch.com/post/2025032...
Federal Reserve holds as expected.
“Uncertainty around the economic outlook has increased”.
Despite marking down growth forecasts and conveying greater downside risks, unchanged medians for the Fed Funds path masked a pullback in anticipated easing given higher expected inflation.
#thefed
#fomc
“Uncertainty around the economic outlook has increased”.
Despite marking down growth forecasts and conveying greater downside risks, unchanged medians for the Fed Funds path masked a pullback in anticipated easing given higher expected inflation.
#thefed
#fomc
March 19, 2025 at 6:23 PM
March 19, 2025 at 12:10 AM
Introducing Datum Research - launching this week!
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Visit to subscribe and sign up for membership!
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March 17, 2025 at 3:46 AM
Introducing Datum Research - launching this week!
Visit to subscribe and sign up for membership!
#datumresearch
Visit to subscribe and sign up for membership!
#datumresearch
The latest Macro Points discussing Fed Chair Powell’s testimony before Congress this week are now available:
www.datumresearch.com/post/points-...
#federalreserve
#fomc
#macropoints
#datumresearch
www.datumresearch.com/post/points-...
#federalreserve
#fomc
#macropoints
#datumresearch
Points | MPR - Going Nowhere in a Hurry
SummaryChair Powell's elucidating testimony before Congress as part of the Fed's semi-annual Monetary Policy Report made one thing clear: the Fed is on an indefinite hold. While potential labor market...
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February 14, 2025 at 11:36 PM
The latest Macro Points discussing Fed Chair Powell’s testimony before Congress this week are now available:
www.datumresearch.com/post/points-...
#federalreserve
#fomc
#macropoints
#datumresearch
www.datumresearch.com/post/points-...
#federalreserve
#fomc
#macropoints
#datumresearch
The latest Macro Points discussing the January 29 FOMC are now available:
www.datumresearch.com/post/points-...
#federalreserve
#fomc
#macropoints
#datumresearch
www.datumresearch.com/post/points-...
#federalreserve
#fomc
#macropoints
#datumresearch
Points | FOMC - Hold Up
A streamlined FOMC statement that preserved maximal flexibility belied a substantive tonal shift - the Fed is on an indefinite hold. Barring unforeseen labor market weakness, another rate adjustment b...
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February 4, 2025 at 6:49 PM
The latest Macro Points discussing the January 29 FOMC are now available:
www.datumresearch.com/post/points-...
#federalreserve
#fomc
#macropoints
#datumresearch
www.datumresearch.com/post/points-...
#federalreserve
#fomc
#macropoints
#datumresearch
In today’s Fed statement and press conference, look for the FOMC and Chair Powell to emphasize forecast uncertainty and reiterate proximity to neutral rates with the Committee widely expected to hold the Fed Funds target. (1/5)
January 29, 2025 at 6:04 PM
In today’s Fed statement and press conference, look for the FOMC and Chair Powell to emphasize forecast uncertainty and reiterate proximity to neutral rates with the Committee widely expected to hold the Fed Funds target. (1/5)
The Fed continues to signal a balanced assessment of risks, wary of further labor market softening and above-target inflation. “extent and timing” of future cuts are TBD, but proximity to inferred neutral rates and a desire to see inflation subside should keep the Fed on hold until Spring #fed #fomc
December 18, 2024 at 8:44 PM
The Fed continues to signal a balanced assessment of risks, wary of further labor market softening and above-target inflation. “extent and timing” of future cuts are TBD, but proximity to inferred neutral rates and a desire to see inflation subside should keep the Fed on hold until Spring #fed #fomc
The Fed cut the target range 25bp. The statement noted balanced risks and economic uncertainty without committing to any near-term policy adjustments. One dissent in favor of holding (Hammack). 2025 inflation forecasts were marked higher (2.5% PCE and core). Two SEP cuts in 2025. Hawkish. #fed #fomc
December 18, 2024 at 7:19 PM
The Fed cut the target range 25bp. The statement noted balanced risks and economic uncertainty without committing to any near-term policy adjustments. One dissent in favor of holding (Hammack). 2025 inflation forecasts were marked higher (2.5% PCE and core). Two SEP cuts in 2025. Hawkish. #fed #fomc
Most expect the Fed to cut its target range by 25bp today (to 4.25-4.50%).
Look for a more hawkish tone, baselines implying a shallower easing path in 2025 (perhaps as little as two 25bp cuts), and a higher-than-anticipated neutral rate given labor resilience and persistent inflation. #fed #fomc
Look for a more hawkish tone, baselines implying a shallower easing path in 2025 (perhaps as little as two 25bp cuts), and a higher-than-anticipated neutral rate given labor resilience and persistent inflation. #fed #fomc
December 18, 2024 at 6:33 PM