Join us immediately following the September Federal Open Market Committee (FOMC) meeting as we examine the Fed’s latest decision, Chair Kevin Warsh’s remarks, updated economic projections, and what they may signal for monetary policy and markets.

Key topics will include:

  • The path for rates: Hike or hold? How is the Fed weighing recent inflation progress against healthy economic growth and a resilient labor market?
  • Economic projections: How have policymakers’ forecasts for inflation, growth, employment, and interest rates changed since June?
  • Perspectives within the Fed: What differences among policymakers may tell us about the potential path for monetary policy in the months ahead.e
  • Fed and Treasury: How could Treasury policy interact with the Fed’s priorities, and what could that mean for the Fed’s balance sheet and financial markets?

  • Positioning for what comes next: Where active investors can seek opportunities as markets respond to incoming data and an evolving policy outlook.