If the Fed sees a strong November jobs report, the central bank might decide to taper its $85 billi…

"Based on the QE3 regression equation, the projected level of the Dow for a 10-year Treasury yield …

We believe this chart is an example of "spurious correlation"-a high correlation between two series…

Here are some trends from the October, 2009 survey of Senior Loan Officers. As you can see, there w…

From the trenches, several other Fed managers also began voicing the concern that QE wasn't working…

We think the question around the effectiveness of continued QE (and not the tapering, which gets al…

A research paper, even authored by senior Fed economists, is not the way the Fed is going to signal…

In theory, a permanent increase in money supply results in a proportional increase in all money pri…

"We are perplexed why traders and the media are focusing on the first sentence in the third paragra…

"A good data point or two and there is plenty of room for asset markets to back up," he writes. "Fi…

In terms of the actual tapering path that the market believes, we are far from the early September …

Paul Ashworth, Capital Economics: The latest policy statement from the Fed today is remarkable for …

The message from the Fed is that the economy remains on course for recovery and that it sees the do…

Market participants will be closely watching for tweaks in the language of today's statement. Many …

Although Financial conditions (FCI) have eased substantially since the September FOMC meeting, this…

So will today's FOMC be as surprising to the market as the September meeting? Almost certainly not …

"The baseline view that the FOMC does as little as possible seems both correct and advisable," he w…

Our base case is for a $10 bn taper in January, but we have a rather flat distribution over possibl…

Additionally, most GDP forecasts by economists currently assume that the law that triggers an autom…

At some point, "since last fall" is going to sound confusing because we are making our way through …