other
The Federal Reserve's monetary policy body that sets the federal funds rate target and other key U.S. interest rate decisions at regular meetings.
No evidence-backed relationships are recorded.
Kevin Hassett wants Jerome Powell off the Fed board, a move that would let Trump nominate someone to one of the FOMC's 12 votes. Powell voted for the September hike Hassett says he disagreed with, so the seat is worth one dissent until other voters move.
Reality
Fed Governor Michael Barr said more rate hikes are likely needed, citing inflation above 2% for five-plus years and a surge in data center investment. He also urged planning now for AI job losses, casting the technology as a price pressure today and a labor risk later.
Reality
Kevin Hassett, the White House's top economist, says three-month core inflation near 2% leaves the Fed little room to raise rates. Wednesday's August PCE release will test his window on the inflation gauge the Fed itself prefers.
Reality
Fed's inspector general found that unclear roles among Fed divisions left a former staffer's removal of classified FOMC files unresolved for over a year. The Fed says its fix for escalating such alerts arrives by the first quarter of 2027, and part of the removed material has not been retrieved.
Reality
The Fed's quarter-point hike arrived with a projections table carrying eighteen members' views of where rates finish the year and none from Kevin Warsh, who rejects forward guidance and says the next decision follows the data.
Perspective Coverage
3 publishersReality
The Fed took its target range to 3.75-4.00% on September 16 and raised its median PCE forecast to 3.7% in the same document, so the real cost of holding a metal that pays no coupon moved by about a sixth of a point.
Perspective Coverage
17 publishersReality
Kalshi prices Democrats taking the Senate at 61% and Polymarket at 65%, while Piper Sandler's upgrade reached only 45% and still calls the chamber roughly a toss-up. The two baselines sit 16 points apart.
Reality
Mark Cabana's team has clients short SOFR and Fed Funds futures on a view that the federal funds target climbs toward 5.5%. Current swap pricing stops 75 basis points short of that.
Reality
None of the Fed's own participants put the risks to GDP growth on the downside, in the same week the central bank raised rates for the first time in three years. Business Insider argues the fiscal support under 2026 spending reverses next year.
Reality
Seventeen of the eighteen participants at the September 15-16 meeting filed projections for 2029, and with an odd count the median stops being an average of two dots and becomes the ninth person's number.
Reality
American Banker's count of more than 8,000 FOMC speeches shows the growth since 1979 came almost entirely from officials other than the chair. This week's expected quarter-point move is the first test of the new approach.
Reality
The Fed's Q2 accounts show household money-market holdings up 12.8% over the year to $5.1 trillion at yields below 3.75% after fees, with August CPI at 3.4% and the small-CD balances savers control flat for seven months.
Reality
Analysts expect a rise in the base rate when the FOMC concludes on Wednesday, against a White House that has lobbied hard for looser conditions. UBS's Paul Donovan says a surprise is what adds a bond risk premium.
Reality
Core CPI at 0.3% for August pushed futures to 86% from 69% on a September Fed hike, and Seoul's open took SK hynix down 5.24% to 1.717 million won. Philadelphia's semiconductor index had closed 1.81% higher on the 11th.
Reality
The KOSPI closed at 6,909.91 on the 11th, back below 7,000 but still up 3.33% for the week, and the memory names that led the advance fell again in New York on a day Brent dropped 2.81%.
Reality
The BEA publishes its annual national accounts revision on September 30, fourteen days after the FOMC votes, and Goldman Sachs and JPMorgan both model it taking 0.1 to 0.2 points off core inflation back to 2021.
Reality
The KOSPI closed above 7,000 for the first time in 33 sessions on the 9th and gave the level back within two days, with Brent above $100 a barrel and the US 10-year at 4.97% ahead of next week's FOMC.
Reality
Korea's three-year treasury yield went above 4% in the same week that opposition lawmakers put Seoul's housing starts at well under 60% of their decade average. The National Assembly spent the day arguing about capital-gains deductions.
Reality
The three-year treasury yield closed at 4.014% and WTI at $102.48, the KOSPI gave up the 7,000 level, and the money leaving Korea's safest funds landed in brokerage accounts with margin debt already at 32.36 trillion won.
Reality
Isabelle Mateos y Lago's revised forecast starts tightening in December 2026, and it leans on a headline CPI of 3.4% whose core component is running a full point lower at 2.5%.
Reality
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