Stuart Paul of Bloomberg Economics believes the Federal Reserve will remain on pause for the foreseeable future.

Stuart Paul predicts that new Federal Reserve Chair Kevin Warsh will want to move away from using the dot plot and the broader Summary of Economic Projections (SEP).

Stuart Paul believes that new Federal Reserve Chair Kevin Warsh will seek to curtail the practice of issuing forward guidance to preserve policy optionality.

Stuart Paul of Bloomberg Economics asserts that current U.S. hiring is concentrated in only two industries: healthcare and leisure & hospitality.

Stuart Paul of Bloomberg Economics believes that rising long-term interest rates are tightening financial conditions, which does some of the Federal Reserve's work for it and allows the central bank t...

Stuart Paul of Bloomberg Economics predicts that the upcoming CPI report will show a month-on-month core inflation number just above 0.2%.

Stuart Paul of Bloomberg Economics believes the U.S. labor market is not dynamic, citing weak broader labor demand and wage growth despite a high headline payrolls number.

The Federal Reserve Beige Book indicates that in the New York district, economic activity remains strong and manufacturing activity has shown marginal improvement.

According to the Federal Reserve Beige Book, economic conditions in the Philadelphia Federal Reserve Bank region are relatively weak compared to other districts.

The latest Federal Reserve Beige Book indicates that housing prices are now increasing at a "moderate to strong" pace across all districts, an acceleration from the "moderate pace" reported in April.

Stuart Paul expects Philadelphia Federal Reserve President Anna Paulson to continue advocating for a modest dovish bias, consistent with her previous desire to maintain the easing bias in the FOMC sta...

The annualized pace of nominal wage growth in the U.S. over the first four months of the year was 3.5%, a rate that Stuart Paul notes is being outpaced by inflation.

The Federal Reserve Beige Book notes that consumers are increasingly depending on credit cards to afford necessities.

The Federal Reserve Beige Book shows a softening labor market, with little to no change in hiring pace in 11 of 12 districts and cooling activity in the remaining district.

Stuart Paul observes that several voting FOMC regional bank presidents, including Neel Kashkari and Lorie Logan, are becoming incrementally more hawkish in their monetary policy stance.

Stuart Paul observes a disconnect between South Korea's macroeconomic fundamentals and its equity market performance, which he attributes to a global desire for exposure to the country's AI and techno...

According to the latest Federal Reserve Beige Book, economic activity expanded in 10 out of 12 Federal Reserve districts, an increase from 8 out of 12 in the previous report.

Stuart Paul assesses that New York Federal Reserve President John Williams has shifted from a dovish to a more balanced monetary policy stance, reflecting the strong economic activity in his district.

The Federal Reserve's Beige Book shows a softening labor market, with little to no change in hiring in all but one district, a deceleration from the previous report where hiring had increased in all b...

The latest Federal Reserve Beige Book indicates that prices are now increasing at a 'moderate to strong' pace across all districts, an acceleration from the 'moderate' pace reported in April.