Roger Ferguson

The speaker examines the behavior of the 10-year Treasury yield in response to Fed cuts and persistent inflation expectations, assessing yield curve dynamics.

* Does not constitute investment advice

The speaker analyzes the overall health of the US economy, focusing on labor market stability, unemployment trends, and GDP growth projections.

* Does not constitute investment advice

The speaker evaluates the Federal Reserve's monetary policy path in light of recent economic indicators, questioning the market's expectation for aggressive rate reductions.

* Does not constitute investment advice

The speaker evaluates the challenges facing the new Fed Chair nominee, emphasizing the difficulty of building consensus within a divided committee and the necessity of proving independence to the markets.

* Does not constitute investment advice

Evaluates the Federal Reserve's upcoming policy meeting, current economic data, and the potential trajectory of interest rates.

* Does not constitute investment advice

Examines the bullish outlook for equity markets, the artificial intelligence theme, and the potential for increased market breadth.

* Does not constitute investment advice

Analyzes the underlying strength of the US economy, inflation expectations, and the impact of political developments on economic data.

* Does not constitute investment advice

Roger Ferguson evaluates the Federal Reserve's potential stance at the January meeting and the interest rate policy outlook in light of stubborn inflation data and a strong labor market.

* Does not constitute investment advice

The speaker examines the threats posed by the Department of Justice investigation into the Fed Chair on the institution's independence and its potential effects on market perception.

* Does not constitute investment advice

The speaker evaluates the decisive role of upcoming CPI, employment, and 5.4% GDP data on the January interest rate decision of the divided Fed committee.

* Does not constitute investment advice