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Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'

Fri, 04 Sep 2026 12:44:01 -0400

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'.

Beth Hammack, Cleveland Fed, LinkedIn Post.
"Both the hard data and the anecdotes are telling me the same thing: policy is not restrictive. Inflation is too high"
https://www.linkedin.com/posts/beth-hammack-0729ba5_on-my-flight-to-jackson-hole-wyoming-activity-7501675499182686208-zUy6

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'

Fri, 04 Sep 2026 12:44:01 -0400

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'.

Beth Hammack, Cleveland Fed, LinkedIn Post.
"Both the hard data and the anecdotes are telling me the same thing: policy is not restrictive. Inflation is too high"
https://www.linkedin.com/posts/beth-hammack-0729ba5_on-my-flight-to-jackson-hole-wyoming-activity-7501675499182686208-zUy6

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'

Fri, 04 Sep 2026 12:44:01 -0400

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'.

Beth Hammack, Cleveland Fed, LinkedIn Post.
"Both the hard data and the anecdotes are telling me the same thing: policy is not restrictive. Inflation is too high"
https://www.linkedin.com/posts/beth-hammack-0729ba5_on-my-flight-to-jackson-hole-wyoming-activity-7501675499182686208-zUy6

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'

Fri, 04 Sep 2026 12:44:01 -0400

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'.

Beth Hammack, Cleveland Fed, LinkedIn Post.
"Both the hard data and the anecdotes are telling me the same thing: policy is not restrictive. Inflation is too high"
https://www.linkedin.com/posts/beth-hammack-0729ba5_on-my-flight-to-jackson-hole-wyoming-activity-7501675499182686208-zUy6

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'

Fri, 04 Sep 2026 12:44:01 -0400

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'.

Beth Hammack, Cleveland Fed, LinkedIn Post.
"Both the hard data and the anecdotes are telling me the same thing: policy is not restrictive. Inflation is too high"
https://www.linkedin.com/posts/beth-hammack-0729ba5_on-my-flight-to-jackson-hole-wyoming-activity-7501675499182686208-zUy6

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'

Fri, 04 Sep 2026 12:44:01 -0400

Fed's Hammack on LinkedIn: 'Right now, what I'm hearing is that it's time to act'.

Beth Hammack, Cleveland Fed, LinkedIn Post.
"Both the hard data and the anecdotes are telling me the same thing: policy is not restrictive. Inflation is too high"
https://www.linkedin.com/posts/beth-hammack-0729ba5_on-my-flight-to-jackson-hole-wyoming-activity-7501675499182686208-zUy6

Morgan Stanley sees Fed holding rates despite hawkish speech

Fri, 04 Sep 2026 06:13:44 -0400

Investing.com -- Morgan Stanley analysts said they expect the Federal Reserve to hold interest rates steady despite a hawkish speech from Fed Chair Kevin Warsh at Jackson Hole. The bank said inflation data will likely determine the central bank's next move.

Morgan Stanley expects core Consumer Price Index inflation to come in at 0.23% month-over-month for August and core Personal Consumption Expenditures inflation around 0.20% month-over-month. The bank said these figures would support a decision to hold rates.

The analysts noted that expected downward revisions to PCE inflation could provide an additional reason for the Fed to remain patient on rate changes.

Warsh's

Morgan Stanley sees Fed holding rates despite hawkish speech

Fri, 04 Sep 2026 06:13:44 -0400

The analysts noted that expected downward revisions to PCE inflation could provide an additional reason for the Fed to remain patient on rate changes.

Warsh's

Morgan Stanley sees Fed holding rates despite hawkish speech

Fri, 04 Sep 2026 06:13:44 -0400

The analysts noted that expected downward revisions to PCE inflation could provide an additional reason for the Fed to remain patient on rate changes.

Warsh's

Morgan Stanley sees Fed holding rates despite hawkish speech

Fri, 04 Sep 2026 06:13:44 -0400

The analysts noted that expected downward revisions to PCE inflation could provide an additional reason for the Fed to remain patient on rate changes.

Warsh's

JPMorgan sees nonfarm payrolls in goldilocks zone

Wed, 02 Sep 2026 06:20:08 -0400

Investing.com -- JPMorgan analysts said the economy is at full employment with inflation remaining elevated, following comments from Kevin Warsh at Jackson Hole.

The bank noted that two key data releases are scheduled before the Federal Reserve meeting on September 16: one nonfarm payrolls report and one Consumer Price Index reading. JPMorgan views the CPI data as more influential than the jobs report.

The current market environment operates under a dynamic where positive economic news could negatively affect stocks, according to the bank. A stronger-than-expected nonfarm payrolls number would likely push bond yields higher and weigh on equities. The reasoning is that

JPMorgan sees nonfarm payrolls in goldilocks zone

Wed, 02 Sep 2026 06:20:08 -0400

Investing.com -- JPMorgan analysts said the economy is at full employment with inflation remaining elevated, following comments from Kevin Warsh at Jackson Hole.

JPMorgan sees nonfarm payrolls in goldilocks zone

Wed, 02 Sep 2026 06:20:08 -0400

Investing.com -- JPMorgan analysts said the economy is at full employment with inflation remaining elevated, following comments from Kevin Warsh at Jackson Hole.

JPMorgan sees nonfarm payrolls in goldilocks zone

Wed, 02 Sep 2026 06:20:08 -0400

Investing.com -- JPMorgan analysts said the economy is at full employment with inflation remaining elevated, following comments from Kevin Warsh at Jackson Hole.

Wolfe forecasts August payrolls growth of 65k ahead of September FOMC

Tue, 25 Aug 2026 05:55:35 -0400

Investing.com -- Wolfe Research published its August payrolls preview on Tuesday, projecting nonfarm payrolls growth of 65,000 jobs compared to the consensus estimate of 55,000. The firm expects the unemployment rate to increase to 4.16% from 4.09% in July, with average hourly earnings growth of 0.35% month-over-month.

The forecast includes 75,000 private payrolls and a decline of 10,000 in government hiring. Wolfe estimates the underlying hiring trend remains closer to the monthly breakeven of approximately 65,000, which aligns with the year-to-date average of 61,000.

Leisure and hospitality hiring declined by 43,000 and 40,000 jobs in June and July respectively. Wolfe attributes this

Wolfe forecasts August payrolls growth of 65k ahead of September FOMC

Tue, 25 Aug 2026 05:55:35 -0400

Leisure and hospitality hiring declined by 43,000 and 40,000 jobs in June and July respectively. Wolfe attributes this

Wolfe forecasts August payrolls growth of 65k ahead of September FOMC

Tue, 25 Aug 2026 05:55:35 -0400

Leisure and hospitality hiring declined by 43,000 and 40,000 jobs in June and July respectively. Wolfe attributes this

BofA says CTA Treasury shorts stable, euro short-cover risk rises

Sat, 22 Aug 2026 07:40:40 -0400

Investing.com -- Commodity Trading Advisor positioning in US Treasury futures remains heavily short, according to Bank of America. This week's sharp increase in yields provided additional room for those positions, moving short-covering triggers further away.

The US dollar continued its decline with a large drop on Wednesday, creating pressure on stretched EURUSD shorts held by slower-moving trend followers. Bank of America's model indicates EUR buying from 1.1691 to 1.1853 against Friday's 1.1679 reference level. CAD shorts also faced pressure this week, though stop-out risk remains more limited. CTA positioning against the dollar is not entirely one-sided, as trend followers maintain long

BofA says CTA Treasury shorts stable, euro short-cover risk rises

Sat, 22 Aug 2026 07:40:40 -0400

BofA says CTA Treasury shorts stable, euro short-cover risk rises

Sat, 22 Aug 2026 07:40:40 -0400

BofA says CTA Treasury shorts stable, euro short-cover risk rises

Sat, 22 Aug 2026 07:40:40 -0400

BofA says CTA Treasury shorts stable, euro short-cover risk rises

Sat, 22 Aug 2026 07:40:40 -0400

Goldman Sachs says Fed rate hike unlikely in September

Mon, 17 Aug 2026 10:58:43 -0400

Investing.com -- Goldman Sachs said a Federal Reserve interest rate increase at the September meeting has become very unlikely following two months of weaker jobs and inflation data.

The investment bank said only 4-5 of the 12 voting Federal Open Market Committee members appeared inclined toward rate hikes as of the June meeting, when 9 of 18 participants who submitted projections indicated support for increases in 2026. Three members dissented at the July meeting in favor of tighter policy.

Goldman Sachs said it does not expect dovish committee members to shift toward supporting hikes after the recent economic data. The firm said

Goldman Sachs says Fed rate hike unlikely in September

Mon, 17 Aug 2026 10:58:43 -0400

Investing.com -- Goldman Sachs said a Federal Reserve interest rate increase at the September meeting has become very unlikely following two months of weaker jobs and inflation data.

Goldman Sachs said it does not expect dovish committee members to shift toward supporting hikes after the recent economic data. The firm said

Goldman Sachs says Fed rate hike unlikely in September

Mon, 17 Aug 2026 10:58:43 -0400

Investing.com -- Goldman Sachs said a Federal Reserve interest rate increase at the September meeting has become very unlikely following two months of weaker jobs and inflation data.

Goldman Sachs said it does not expect dovish committee members to shift toward supporting hikes after the recent economic data. The firm said