Monetary Policy

Editor’s note: This article was updated to add more detail and context. The Federal Reserve unanimously held the federal funds rate steady at 3.50%-3.75% on Wednesday, as widely expected, in the first policy meeting under new Fed Chair Kevin Warsh. The June statement again described inflation...

Jerome Powell used his final press conference as Federal Reserve chair to deliver an unexpected message: he is not leaving the Fed. When his term expires on May 15, Powell plans to remain on the Board of Governors, citing what he called "unprecedented" legal assaults on the central bank — a move...

In The Big Short, the biggest edge wasn't leverage or timing — it was seeing a risk everyone else chose to ignore. Danny Moses thinks investors are making a similar mistake as they head into 2026. The warning comes at a moment when Moses is expanding his public platform, bringing his risk-focused...

Leading economists are sounding the alarm in the lead-up to the Federal Open Market Committee meeting next week, with warnings of a sharp rise in inflation that will take a toll on working families. 1970s-Style Inflation Shock On Thursday, in a post on X, Economist Peter Schiff warned that,...

As artificial intelligence (AI) accelerates job displacement, economist Craig Shapiro warns that the Federal Reserve's traditional tool of interest rate cuts is ill-equipped to address the looming labor crisis. What Happened: In an X post and a detailed Substack essay published today, Shapiro...

Senior economist Mohamed El-Erian anticipated a rocky road ahead for the Federal Reserve to formulate the monetary policy, as the “uncertainties” surrounding the federal policies and geopolitical scenario “cloud” the Fed’s policy radar. What Happened: Despite the...

Economist Craig Shapiro argues that the debt ceiling, a mechanism only used by the U.S. and Denmark, fails to curb excessive government spending and instead creates political theater every few years. What Happened: Shapiro, who is a macro strategist at the Bear Traps Report highlights the Federal...

In a bold departure from prevailing economic forecasts, Cathie Wood, the CEO and CIO of ARK Investment Management, has asserted that the prolonged “rolling recession,” that has gripped the U.S. economy for the past three years is nearing an end, paving way for a productivity-led...

Jim Cramer took a jibe at President Donald Trump in premarket on Tuesday as the stock futures rose amid the President’s criticism of Federal Reserve Chairman Jerome Powell for not cutting interest rates. What Happened: Cramer, in an X post, highlighted that investors “would actually buy...

Renowned economist Claudia Sahm expressed concerns over a proposal by a Trump advisor to establish a “shadow Fed chair,” potentially undermining current Federal Reserve Chair Jerome Powell. What Happened: Sahm’s comment came in response to a post by Heather Long, an Economic...

Mary Daly, the President of the San Francisco Federal Reserve, expressed her support for a cautious approach to interest rate cuts, in a recent interview. This comes amid mounting confidence in inflation control. What Happened: Daly, a voting member of the Federal Open Market Committee, has...

Former President Donald Trump has proposed that presidents should have the power to influence the Federal Reserve’s interest rate decisions, potentially challenging the central bank’s political independence. What Happened: Trump made this suggestion during a press conference in Palm...

Mohamed El-Erian, the chief economic adviser at Allianz, has advised the Federal Reserve to postpone a rate cut until September. He also emphasized the significance of the upcoming Jackson Hole symposium for Fed Chair Jerome Powell to regain control of the narrative. What Happened: El-Erian, in a...

The Bank of Japan has increased its benchmark interest rate and announced plans to reduce its bond purchasing program. What Happened: The BOJ has raised its benchmark interest rate to around 0.25% from the previous range of 0% to 0.1%. The central bank also outlined its roadmap for tapering its...

In his characteristic candidness, Charlie Munger, late vice chairman of Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK), shared his insights on economic cycles and government interventions, providing a nuanced perspective on the economic climate several years ago. Here’s a look back at what he...