The Fed, Markets and Economy -- An Economist's Perspective

Sunday, October 5, 2025

Trending Up Into Corporate Earnings

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The stock market may trend up into the corporate earnings season, as the latter is expected to be strong.  Although the government shutdown ...
Sunday, September 28, 2025

Caution Ahead of Key US Economic Data and Govt Shutdown?

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The stock market may continue to trade cautiously this week as the federal government risks a shutdown and key US economic data are not expe...
Sunday, September 21, 2025

A Growth-Friendly Fed

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The stock market should continue to be buoyed by a growth-friendly Fed.  The 25 BP rate cut shows the Fed will respond to economic weakness....
Sunday, September 14, 2025

A 25 BP Fed Rate Cut, More To Come?

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The stock market rally should be sustained by this week's FOMC Meeting.  Besides a 25 BP rate cut, the Statement or, more likely, Fed Ch...
Sunday, September 7, 2025

Green Light For A Fed Rate Cut

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The stock market should continue to climb this week, anticipating a Fed rate cut at the September 16-17 FOMC Meeting.  After the soft August...
Sunday, August 31, 2025

Stock Market Helped By Benign Data and Court Ruling?

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The stock market may be buoyed this week by expectations of a Fed rate cut, as the August Employment Report is expected to be soft.  A conse...
Sunday, August 24, 2025

A Shift in Risks -- What Will Data Say?

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Stocks may continue to be supported if not move up in expectation of a Fed rate cut at the September 16-17 FOMC Meeting after Powell kept op...
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About Me

carlp
Carl Palash was the Senior US Economist at the large hedge fund Moore Capital Management for close to 20 years. Prior to Moore, he was manager of the on-line analytical newswire service MoneyWatch, and Research Officer and Manager of the Domestic Research Department at the Federal Reserve Bank of New York, each for over 10 years. He received a PhD in Economics with honors at the University of Pennsylvania.
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